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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 | $111,293 | $180,459-38.3% | $154,108-27.8% | $135,380-17.8% |
| Participation rate | 45.5% | 87.4%-42.0pp | 83.0%-37.6pp | 82.6%-37.2pp |
| Annual return | -9.49% | 888.21%-897.7pp | 735.21%-744.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $1,762 | $6,035-70.8% | $5,298-66.7% | $4,779-63.1% |
| Participant deferral / active EE | $4,758 | $5,806-18.1% | $5,081-6.3% | $5,609-15.2% |
| Admin fee / account holder | $465 | $16,145-97.1% | $13,411-96.5% | $10,828-95.7% |