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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 | $52,504 | $92,684-43.4% | $82,706-36.5% | $134,509-61.0% |
| Participation rate | 46.7% | 75.2%-28.5pp | 72.6%-25.9pp | 81.2%-34.6pp |
| Annual return | -23.81% | 945.84%-969.7pp | 701.76%-725.6pp | 418.13%-441.9pp |
| Employer contribution / active EE | $1,782 | $3,272-45.5% | $3,007-40.8% | $4,741-62.4% |
| Participant deferral / active EE | $4,824 | $4,800+0.5% | $4,394+9.8% | $6,400-24.6% |
| Admin fee / account holder | $847 | $5,982-85.8% | $5,329-84.1% | $11,427-92.6% |