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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 | $61,803 | $138,075-55.2% | $123,552-50.0% | $135,379-54.3% |
| Participation rate | 31.3% | 84.7%-53.5pp | 82.3%-51.0pp | 82.6%-51.4pp |
| Annual return | -11.24% | 153.70%-164.9pp | 119.20%-130.4pp | 519.79%-531.0pp |
| Employer contribution / active EE | $1,157 | $5,152-77.5% | $4,628-75.0% | $4,779-75.8% |
| Participant deferral / active EE | $3,905 | $6,800-42.6% | $6,426-39.2% | $5,609-30.4% |
| Admin fee / account holder | $1,378 | $10,917-87.4% | $9,285-85.2% | $10,828-87.3% |