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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 | $37,967 | $160,059-76.3% | $140,019-72.9% | $135,379-72.0% |
| Participation rate | 36.4% | 88.5%-52.2pp | 87.5%-51.1pp | 82.6%-46.3pp |
| Annual return | -12.06% | 911.44%-923.5pp | 651.15%-663.2pp | 519.79%-531.8pp |
| Employer contribution / active EE | $1,635 | $6,420-74.5% | $5,605-70.8% | $4,779-65.8% |
| Participant deferral / active EE | $3,889 | $7,641-49.1% | $6,927-43.8% | $5,609-30.7% |
| Admin fee / account holder | $432 | $13,328-96.8% | $10,705-96.0% | $10,828-96.0% |