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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 | $44,436 | $138,076-67.8% | $123,553-64.0% | $135,380-67.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -10.70% | 153.70%-164.4pp | 119.21%-129.9pp | 519.81%-530.5pp |
| Employer contribution / active EE | $3,511 | $5,152-31.8% | $4,628-24.1% | $4,779-26.5% |
| Participant deferral / active EE | $3,847 | $6,800-43.4% | $6,426-40.1% | $5,609-31.4% |
| Admin fee / account holder | $418 | $10,917-96.2% | $9,284-95.5% | $10,828-96.1% |