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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 | $61,141 | $138,075-55.7% | $123,552-50.5% | $135,379-54.8% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -9.68% | 153.70%-163.4pp | 119.20%-128.9pp | 519.79%-529.5pp |
| Employer contribution / active EE | $1,403 | $5,152-72.8% | $4,628-69.7% | $4,779-70.6% |
| Participant deferral / active EE | $4,655 | $6,800-31.5% | $6,426-27.6% | $5,609-17.0% |
| Admin fee / account holder | $1,010 | $10,917-90.7% | $9,285-89.1% | $10,828-90.7% |