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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 | $45,991 | $165,381-72.2% | $149,730-69.3% | $158,966-71.1% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | -20.48% | 348.29%-368.8pp | 276.70%-297.2pp | 302.95%-323.4pp |
| Employer contribution / active EE | $1,385 | $5,104-72.9% | $4,645-70.2% | $4,762-70.9% |
| Participant deferral / active EE | $3,324 | $7,182-53.7% | $6,843-51.4% | $5,983-44.4% |
| Admin fee / account holder | $7,808 | $10,809-27.8% | $9,310-16.1% | $11,250-30.6% |