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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 | $94,387 | $138,075-31.6% | $123,552-23.6% | $135,379-30.3% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -10.24% | 153.70%-163.9pp | 119.20%-129.4pp | 519.79%-530.0pp |
| Employer contribution / active EE | $2,058 | $5,152-60.1% | $4,628-55.5% | $4,779-56.9% |
| Participant deferral / active EE | $3,986 | $6,800-41.4% | $6,426-38.0% | $5,609-28.9% |
| Admin fee / account holder | $482 | $10,917-95.6% | $9,285-94.8% | $10,828-95.5% |