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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,473 | $115,814-59.9% | $101,275-54.1% | $158,982-70.8% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | -1.15% | 56.16%-57.3pp | 46.48%-47.6pp | 302.99%-304.1pp |
| Employer contribution / active EE | $947 | $4,176-77.3% | $3,660-74.1% | $4,763-80.1% |
| Participant deferral / active EE | $4,845 | $4,958-2.3% | $4,371+10.9% | $5,983-19.0% |
| Admin fee / account holder | $547 | $7,249-92.5% | $5,948-90.8% | $11,252-95.1% |