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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 | $41,534 | $183,592-77.4% | $155,574-73.3% | $145,877-71.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | -0.42% | 61.37%-61.8pp | 64.87%-65.3pp | 551.28%-551.7pp |
| Employer contribution / active EE | $1,184 | $5,317-77.7% | $4,676-74.7% | $4,663-74.6% |
| Participant deferral / active EE | $6,146 | $6,466-5.0% | $5,629+9.2% | $6,691-8.1% |
| Admin fee / account holder | $28,123 | $19,316+45.6% | $15,914+76.7% | $13,402+109.8% |