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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 | $45,453 | $135,639-66.5% | $110,241-58.8% | $135,382-66.4% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -14.69% | 513.21%-527.9pp | 314.75%-329.4pp | 519.77%-534.5pp |
| Employer contribution / active EE | $1,065 | $4,907-78.3% | $3,827-72.2% | $4,779-77.7% |
| Participant deferral / active EE | $2,076 | $5,507-62.3% | $4,672-55.6% | $5,609-63.0% |
| Admin fee / account holder | $11,750 | $11,457+2.6% | $8,548+37.5% | $10,829+8.5% |