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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 | $42,721 | $209,422-79.6% | $178,503-76.1% | $158,982-73.1% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | -0.86% | 188.81%-189.7pp | 151.12%-152.0pp | 302.99%-303.8pp |
| Employer contribution / active EE | $2,109 | $5,707-63.0% | $5,011-57.9% | $4,763-55.7% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+62.9% |
| Admin fee / account holder | $418 | $17,079-97.6% | $13,987-97.0% | $11,252-96.3% |