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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 | $53,282 | $160,059-66.7% | $140,019-61.9% | $135,382-60.6% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.5%-29.2pp | 82.6%-24.3pp |
| Annual return | -9.74% | 911.44%-921.2pp | 651.15%-660.9pp | 519.77%-529.5pp |
| Employer contribution / active EE | $1,644 | $6,420-74.4% | $5,605-70.7% | $4,779-65.6% |
| Participant deferral / active EE | $2,900 | $7,641-62.0% | $6,927-58.1% | $5,609-48.3% |
| Admin fee / account holder | $1,029 | $13,328-92.3% | $10,705-90.4% | $10,829-90.5% |