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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 | $87,394 | $190,862-54.2% | $159,991-45.4% | $134,509-35.0% |
| Participation rate | 53.8% | 82.0%-28.1pp | 78.0%-24.1pp | 81.2%-27.4pp |
| Annual return | -24.13% | 552.59%-576.7pp | 408.82%-432.9pp | 418.13%-442.3pp |
| Employer contribution / active EE | $1,801 | $4,995-63.9% | $4,225-57.4% | $4,741-62.0% |
| Participant deferral / active EE | $4,526 | $6,924-34.6% | $6,183-26.8% | $6,400-29.3% |
| Admin fee / account holder | $560 | $10,495-94.7% | $8,715-93.6% | $11,427-95.1% |