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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 | $48,585 | $138,114-64.8% | $125,391-61.3% | $134,545-63.9% |
| Participation rate | 14.3% | 84.5%-70.2pp | 82.4%-68.1pp | 81.2%-66.9pp |
| Annual return | -22.95% | 750.88%-773.8pp | 572.41%-595.4pp | 418.37%-441.3pp |
| Employer contribution / active EE | $977 | $5,246-81.4% | $4,816-79.7% | $4,742-79.4% |
| Participant deferral / active EE | $2,929 | $7,801-62.5% | $7,448-60.7% | $6,401-54.3% |
| Admin fee / account holder | $585 | $11,570-94.9% | $10,009-94.2% | $11,431-94.9% |