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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 | $46,533 | $165,381-71.9% | $149,730-68.9% | $158,966-70.7% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | -12.59% | 348.29%-360.9pp | 276.70%-289.3pp | 302.95%-315.5pp |
| Employer contribution / active EE | $1,728 | $5,104-66.2% | $4,645-62.8% | $4,762-63.7% |
| Participant deferral / active EE | $2,694 | $7,182-62.5% | $6,843-60.6% | $5,983-55.0% |
| Admin fee / account holder | $43,929 | $10,809+306.4% | $9,310+371.8% | $11,250+290.5% |