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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 | $49,085 | $202,342-75.7% | $172,753-71.6% | $152,909-67.9% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | -13.30% | 1029.88%-1043.2pp | 803.00%-816.3pp | 345.46%-358.8pp |
| Employer contribution / active EE | $3,179 | $5,857-45.7% | $5,144-38.2% | $4,764-33.3% |
| Participant deferral / active EE | $8,395 | $5,948+41.1% | $5,198+61.5% | $5,851+43.5% |
| Admin fee / account holder | $6,075 | $17,112-64.5% | $13,956-56.5% | $11,601-47.6% |