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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 | $49,147 | $180,462-72.8% | $154,111-68.1% | $135,379-63.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -12.05% | 888.17%-900.2pp | 735.18%-747.2pp | 519.79%-531.8pp |
| Employer contribution / active EE | $1,631 | $6,036-73.0% | $5,298-69.2% | $4,779-65.9% |
| Participant deferral / active EE | $6,917 | $5,806+19.1% | $5,081+36.1% | $5,609+23.3% |
| Admin fee / account holder | $542 | $16,145-96.6% | $13,411-96.0% | $10,828-95.0% |