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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 | $53,422 | $138,075-61.3% | $123,552-56.8% | $135,379-60.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -43.64% | 153.70%-197.3pp | 119.20%-162.8pp | 519.79%-563.4pp |
| Employer contribution / active EE | $1,182 | $5,152-77.1% | $4,628-74.5% | $4,779-75.3% |
| Participant deferral / active EE | $9,733 | $6,800+43.1% | $6,426+51.5% | $5,609+73.5% |
| Admin fee / account holder | $376 | $10,917-96.6% | $9,285-96.0% | $10,828-96.5% |