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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 | $183,539-76.9% | $155,556-72.8% | $145,897-71.0% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | -56.94% | 61.31%-118.3pp | 64.84%-121.8pp | 552.29%-609.2pp |
| Employer contribution / active EE | $1,225 | $5,315-77.0% | $4,675-73.8% | $4,663-73.7% |
| Participant deferral / active EE | $2,305 | $6,467-64.4% | $5,631-59.1% | $6,689-65.5% |
| Admin fee / account holder | $673 | $19,275-96.5% | $15,885-95.8% | $13,390-95.0% |