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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 | $54,738 | $190,879-71.3% | $160,009-65.8% | $134,532-59.3% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.0%-23.4pp | 81.2%-26.7pp |
| Annual return | -20.96% | 552.63%-573.6pp | 408.85%-429.8pp | 418.27%-439.2pp |
| Employer contribution / active EE | $952 | $4,995-80.9% | $4,225-77.5% | $4,741-79.9% |
| Participant deferral / active EE | $3,320 | $6,924-52.0% | $6,183-46.3% | $6,401-48.1% |
| Admin fee / account holder | $674 | $10,495-93.6% | $8,715-92.3% | $11,429-94.1% |