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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 | $62,693 | $168,635-62.8% | $147,617-57.5% | $125,389-50.0% |
| Participation rate | 40.0% | 88.8%-48.8pp | 84.6%-44.6pp | 83.2%-43.2pp |
| Annual return | -4.20% | 77.65%-81.8pp | 61.98%-66.2pp | 282.24%-286.4pp |
| Employer contribution / active EE | $1,550 | $6,252-75.2% | $5,564-72.1% | $4,866-68.1% |
| Participant deferral / active EE | $2,946 | $5,507-46.5% | $4,895-39.8% | $5,352-45.0% |
| Admin fee / account holder | $331 | $13,580-97.6% | $11,612-97.2% | $9,541-96.5% |