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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 | $54,772 | $175,259-68.7% | $149,723-63.4% | $139,487-60.7% |
| Participation rate | 46.7% | 83.4%-36.7pp | 78.8%-32.1pp | 80.3%-33.7pp |
| Annual return | -2.20% | 166.82%-169.0pp | 134.50%-136.7pp | 373.84%-376.0pp |
| Employer contribution / active EE | $2,177 | $5,478-60.3% | $4,821-54.8% | $4,755-54.2% |
| Participant deferral / active EE | $3,357 | $6,522-48.5% | $5,682-40.9% | $6,713-50.0% |
| Admin fee / account holder | $2,557 | $16,158-84.2% | $13,215-80.7% | $11,407-77.6% |