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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 | $65,371 | $103,000-36.5% | $90,300-27.6% | $152,885-57.2% |
| Participation rate | 44.4% | 75.9%-31.4pp | 73.3%-28.8pp | 82.5%-38.0pp |
| Annual return | -0.16% | 95.19%-95.4pp | 78.11%-78.3pp | 345.39%-345.5pp |
| Employer contribution / active EE | $849 | $3,138-72.9% | $2,854-70.2% | $4,763-82.2% |
| Participant deferral / active EE | $849 | $4,281-80.2% | $3,884-78.1% | $5,851-85.5% |
| Admin fee / account holder | $730 | $6,173-88.2% | $5,353-86.4% | $11,598-93.7% |