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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 | $56,678 | $105,145-46.1% | $94,664-40.1% | $139,466-59.4% |
| Participation rate | 40.0% | 82.4%-42.4pp | 80.8%-40.8pp | 80.3%-40.3pp |
| Annual return | -2.15% | 38.09%-40.2pp | 156.84%-159.0pp | 373.66%-375.8pp |
| Employer contribution / active EE | $926 | $4,107-77.4% | $3,673-74.8% | $4,754-80.5% |
| Participant deferral / active EE | $8,140 | $7,599+7.1% | $7,417+9.7% | $6,712+21.3% |
| Admin fee / account holder | $796 | $8,972-91.1% | $7,222-89.0% | $11,409-93.0% |