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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 | $38,496 | $138,076-72.1% | $123,553-68.8% | $135,380-71.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -10.84% | 153.70%-164.5pp | 119.21%-130.0pp | 519.81%-530.6pp |
| Employer contribution / active EE | $1,470 | $5,152-71.5% | $4,628-68.2% | $4,779-69.3% |
| Participant deferral / active EE | $4,375 | $6,800-35.7% | $6,426-31.9% | $5,609-22.0% |
| Admin fee / account holder | $384 | $10,917-96.5% | $9,284-95.9% | $10,828-96.5% |