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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 | $66,294 | $180,462-63.3% | $154,111-57.0% | $135,379-51.0% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -9.26% | 888.17%-897.4pp | 735.18%-744.4pp | 519.79%-529.1pp |
| Employer contribution / active EE | $1,301 | $6,036-78.4% | $5,298-75.4% | $4,779-72.8% |
| Participant deferral / active EE | $4,970 | $5,806-14.4% | $5,081-2.2% | $5,609-11.4% |
| Admin fee / account holder | $1,067 | $16,145-93.4% | $13,411-92.0% | $10,828-90.1% |