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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 | $45,578 | $97,729-53.4% | $83,830-45.6% | $135,379-66.3% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -14.83% | 1287.52%-1302.3pp | 850.97%-865.8pp | 519.79%-534.6pp |
| Employer contribution / active EE | $1,188 | $4,222-71.9% | $3,631-67.3% | $4,779-75.1% |
| Participant deferral / active EE | $5,162 | $4,683+10.2% | $4,082+26.5% | $5,609-8.0% |
| Admin fee / account holder | $499 | $6,674-92.5% | $5,479-90.9% | $10,828-95.4% |