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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 | $74,406 | $138,102-46.1% | $125,381-40.7% | $134,532-44.7% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -22.90% | 750.73%-773.6pp | 572.31%-595.2pp | 418.27%-441.2pp |
| Employer contribution / active EE | $1,060 | $5,245-79.8% | $4,815-78.0% | $4,741-77.7% |
| Participant deferral / active EE | $3,606 | $7,801-53.8% | $7,448-51.6% | $6,401-43.7% |
| Admin fee / account holder | $491 | $11,568-95.8% | $10,007-95.1% | $11,429-95.7% |