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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 | $47,144 | $138,076-65.9% | $123,553-61.8% | $135,380-65.2% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -17.95% | 153.70%-171.7pp | 119.21%-137.2pp | 519.81%-537.8pp |
| Employer contribution / active EE | $2,170 | $5,152-57.9% | $4,628-53.1% | $4,779-54.6% |
| Participant deferral / active EE | $2,951 | $6,800-56.6% | $6,426-54.1% | $5,609-47.4% |
| Admin fee / account holder | $411 | $10,917-96.2% | $9,284-95.6% | $10,828-96.2% |