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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 | $47,317 | $133,981-64.7% | $112,249-57.8% | $134,532-64.8% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -20.80% | 47.16%-68.0pp | 27.48%-48.3pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,728 | $4,040-57.2% | $3,636-52.5% | $4,741-63.6% |
| Participant deferral / active EE | $4,600 | $5,292-13.1% | $4,729-2.7% | $6,401-28.1% |
| Admin fee / account holder | $328 | $7,492-95.6% | $6,412-94.9% | $11,429-97.1% |