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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 | $183,627-76.9% | $155,602-72.8% | $145,978-71.0% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | -56.94% | 61.32%-118.3pp | 64.81%-121.8pp | 550.52%-607.5pp |
| Employer contribution / active EE | $1,225 | $5,316-77.0% | $4,675-73.8% | $4,662-73.7% |
| Participant deferral / active EE | $2,305 | $6,466-64.4% | $5,629-59.1% | $6,690-65.5% |
| Admin fee / account holder | $673 | $19,327-96.5% | $15,923-95.8% | $13,400-95.0% |