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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 | $56,131 | $138,078-59.3% | $125,363-55.2% | $134,509-58.3% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -23.41% | 750.49%-773.9pp | 572.15%-595.6pp | 418.13%-441.5pp |
| Employer contribution / active EE | $1,387 | $5,245-73.6% | $4,815-71.2% | $4,741-70.7% |
| Participant deferral / active EE | $2,667 | $7,800-65.8% | $7,447-64.2% | $6,400-58.3% |
| Admin fee / account holder | $606 | $11,566-94.8% | $10,005-93.9% | $11,427-94.7% |