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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 | $89,552 | $180,466-50.4% | $154,114-41.9% | $135,382-33.9% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -9.95% | 888.15%-898.1pp | 735.16%-745.1pp | 519.77%-529.7pp |
| Employer contribution / active EE | $1,592 | $6,035-73.6% | $5,298-69.9% | $4,779-66.7% |
| Participant deferral / active EE | $2,289 | $5,806-60.6% | $5,081-54.9% | $5,609-59.2% |
| Admin fee / account holder | $1,518 | $16,144-90.6% | $13,411-88.7% | $10,829-86.0% |