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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 | $142,261 | $209,422-32.1% | $178,503-20.3% | $158,982-10.5% |
| Participation rate | 46.2% | 86.4%-40.2pp | 81.9%-35.8pp | 82.0%-35.8pp |
| Annual return | -16.19% | 188.81%-205.0pp | 151.12%-167.3pp | 302.99%-319.2pp |
| Employer contribution / active EE | $1,571 | $5,707-72.5% | $5,011-68.6% | $4,763-67.0% |
| Participant deferral / active EE | $4,409 | $5,955-26.0% | $5,202-15.3% | $5,983-26.3% |
| Admin fee / account holder | $1,573 | $17,079-90.8% | $13,987-88.8% | $11,252-86.0% |