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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 | $47,505 | $107,353-55.7% | $92,903-48.9% | $152,885-68.9% |
| Participation rate | 38.1% | 79.8%-41.7pp | 76.0%-37.9pp | 82.5%-44.4pp |
| Annual return | -59.72% | 145.62%-205.3pp | 109.43%-169.1pp | 345.39%-405.1pp |
| Employer contribution / active EE | $1,160 | $4,222-72.5% | $3,653-68.2% | $4,763-75.6% |
| Participant deferral / active EE | $3,546 | $4,848-26.9% | $4,238-16.3% | $5,851-39.4% |
| Admin fee / account holder | $5,218 | $7,081-26.3% | $5,795-10.0% | $11,598-55.0% |