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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 | $41,207 | $138,075-70.2% | $123,552-66.6% | $135,379-69.6% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -9.39% | 153.70%-163.1pp | 119.20%-128.6pp | 519.79%-529.2pp |
| Employer contribution / active EE | $1,826 | $5,152-64.6% | $4,628-60.5% | $4,779-61.8% |
| Participant deferral / active EE | $4,750 | $6,800-30.1% | $6,426-26.1% | $5,609-15.3% |
| Admin fee / account holder | $493 | $10,917-95.5% | $9,285-94.7% | $10,828-95.4% |