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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 | $32,402 | $160,059-79.8% | $140,019-76.9% | $135,380-76.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -9.26% | 911.48%-920.7pp | 651.17%-660.4pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,663 | $6,420-74.1% | $5,605-70.3% | $4,779-65.2% |
| Participant deferral / active EE | $4,724 | $7,641-38.2% | $6,927-31.8% | $5,609-15.8% |
| Admin fee / account holder | $477 | $13,328-96.4% | $10,705-95.5% | $10,828-95.6% |