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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 | $55,777 | $138,075-59.6% | $123,552-54.9% | $135,379-58.8% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -11.49% | 153.70%-165.2pp | 119.20%-130.7pp | 519.79%-531.3pp |
| Employer contribution / active EE | $1,913 | $5,152-62.9% | $4,628-58.7% | $4,779-60.0% |
| Participant deferral / active EE | $5,083 | $6,800-25.2% | $6,426-20.9% | $5,609-9.4% |
| Admin fee / account holder | $698 | $10,917-93.6% | $9,285-92.5% | $10,828-93.6% |