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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 | $45,635 | $147,727-69.1% | $115,756-60.6% | $134,509-66.1% |
| Participation rate | 33.3% | 80.4%-47.1pp | 77.1%-43.7pp | 81.2%-47.9pp |
| Annual return | -76.69% | 73.96%-150.6pp | 143.14%-219.8pp | 418.13%-494.8pp |
| Employer contribution / active EE | $1,753 | $4,713-62.8% | $3,793-53.8% | $4,741-63.0% |
| Participant deferral / active EE | $3,100 | $7,563-59.0% | $6,254-50.4% | $6,400-51.6% |
| Admin fee / account holder | $3,948 | $14,571-72.9% | $8,124-51.4% | $11,427-65.5% |