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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 | $42,371 | $183,592-76.9% | $155,574-72.8% | $145,877-71.0% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | -56.94% | 61.37%-118.3pp | 64.87%-121.8pp | 551.28%-608.2pp |
| Employer contribution / active EE | $1,225 | $5,317-77.0% | $4,676-73.8% | $4,663-73.7% |
| Participant deferral / active EE | $2,305 | $6,466-64.4% | $5,629-59.1% | $6,691-65.6% |
| Admin fee / account holder | $673 | $19,316-96.5% | $15,914-95.8% | $13,402-95.0% |