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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 | $55,765 | $138,078-59.6% | $125,363-55.5% | $134,509-58.5% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -20.96% | 750.49%-771.5pp | 572.15%-593.1pp | 418.13%-439.1pp |
| Employer contribution / active EE | $1,610 | $5,245-69.3% | $4,815-66.6% | $4,741-66.0% |
| Participant deferral / active EE | $3,488 | $7,800-55.3% | $7,447-53.2% | $6,400-45.5% |
| Admin fee / account holder | $1,545 | $11,566-86.6% | $10,005-84.6% | $11,427-86.5% |