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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 | $37,871 | $133,998-71.7% | $112,263-66.3% | $134,545-71.9% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -21.35% | 47.17%-68.5pp | 27.49%-48.8pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,226 | $4,040-69.7% | $3,636-66.3% | $4,742-74.2% |
| Participant deferral / active EE | $4,553 | $5,292-14.0% | $4,729-3.7% | $6,401-28.9% |
| Admin fee / account holder | $637 | $7,493-91.5% | $6,410-90.1% | $11,431-94.4% |