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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 | $46,747 | $159,934-70.8% | $147,005-68.2% | $145,959-68.0% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | -68.48% | 98.24%-166.7pp | 418.76%-487.2pp | 561.95%-630.4pp |
| Employer contribution / active EE | $1,734 | $5,287-67.2% | $4,934-64.9% | $4,661-62.8% |
| Participant deferral / active EE | $2,867 | $8,427-66.0% | $8,070-64.5% | $6,689-57.1% |
| Admin fee / account holder | $788 | $15,053-94.8% | $13,006-93.9% | $13,398-94.1% |