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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 | $45,495 | $138,114-67.1% | $125,391-63.7% | $134,545-66.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.66% | 750.88%-772.5pp | 572.41%-594.1pp | 418.37%-440.0pp |
| Employer contribution / active EE | $1,503 | $5,246-71.4% | $4,816-68.8% | $4,742-68.3% |
| Participant deferral / active EE | $4,013 | $7,801-48.6% | $7,448-46.1% | $6,401-37.3% |
| Admin fee / account holder | $3,277 | $11,570-71.7% | $10,009-67.3% | $11,431-71.3% |