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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 | $56,879 | $112,131-49.3% | $95,964-40.7% | $158,982-64.2% |
| Participation rate | 37.5% | 79.0%-41.5pp | 77.1%-39.6pp | 82.0%-44.5pp |
| Annual return | -0.13% | 171.19%-171.3pp | 91.64%-91.8pp | 302.99%-303.1pp |
| Employer contribution / active EE | $1,185 | $3,199-63.0% | $2,541-53.4% | $4,763-75.1% |
| Participant deferral / active EE | $4,176 | $4,784-12.7% | $4,167+0.2% | $5,983-30.2% |
| Admin fee / account holder | $315 | $10,136-96.9% | $6,797-95.4% | $11,252-97.2% |