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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 | $47,672 | $160,028-70.2% | $147,080-67.6% | $145,884-67.3% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | -10.14% | 98.60%-108.7pp | 420.17%-430.3pp | 551.85%-562.0pp |
| Employer contribution / active EE | $1,333 | $5,286-74.8% | $4,933-73.0% | $4,662-71.4% |
| Participant deferral / active EE | $3,146 | $8,422-62.6% | $8,066-61.0% | $6,690-53.0% |
| Admin fee / account holder | $4,953 | $15,030-67.0% | $12,989-61.9% | $13,392-63.0% |