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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 | $41,595 | $138,078-69.9% | $125,363-66.8% | $134,509-69.1% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -26.46% | 750.49%-777.0pp | 572.15%-598.6pp | 418.13%-444.6pp |
| Employer contribution / active EE | $971 | $5,245-81.5% | $4,815-79.8% | $4,741-79.5% |
| Participant deferral / active EE | $7,422 | $7,800-4.8% | $7,447-0.3% | $6,400+16.0% |
| Admin fee / account holder | $3,876 | $11,566-66.5% | $10,005-61.3% | $11,427-66.1% |