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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 | $24,431 | $108,942-77.6% | $100,415-75.7% | $145,897-83.3% |
| Participation rate | 45.5% | 83.0%-37.5pp | 81.5%-36.1pp | 80.3%-34.9pp |
| Annual return | -0.65% | 58.27%-58.9pp | 49.47%-50.1pp | 552.29%-552.9pp |
| Employer contribution / active EE | $1,666 | $4,422-62.3% | $3,943-57.7% | $4,663-64.3% |
| Participant deferral / active EE | $3,555 | $8,461-58.0% | $8,091-56.1% | $6,689-46.9% |
| Admin fee / account holder | $2,281 | $9,702-76.5% | $7,906-71.1% | $13,390-83.0% |