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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 | $49,942 | $138,076-63.8% | $123,553-59.6% | $135,380-63.1% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -9.49% | 153.70%-163.2pp | 119.21%-128.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $1,256 | $5,152-75.6% | $4,628-72.9% | $4,779-73.7% |
| Participant deferral / active EE | $3,044 | $6,800-55.2% | $6,426-52.6% | $5,609-45.7% |
| Admin fee / account holder | $338 | $10,917-96.9% | $9,284-96.4% | $10,828-96.9% |