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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 | $61,658 | $190,862-67.7% | $159,991-61.5% | $134,509-54.2% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -21.26% | 552.59%-573.8pp | 408.82%-430.1pp | 418.13%-439.4pp |
| Employer contribution / active EE | $1,426 | $4,995-71.4% | $4,225-66.2% | $4,741-69.9% |
| Participant deferral / active EE | $5,709 | $6,924-17.5% | $6,183-7.7% | $6,400-10.8% |
| Admin fee / account holder | $1,153 | $10,495-89.0% | $8,715-86.8% | $11,427-89.9% |