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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 | $68,561 | $135,639-49.5% | $110,241-37.8% | $135,382-49.4% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -10.49% | 513.21%-523.7pp | 314.75%-325.2pp | 519.77%-530.3pp |
| Employer contribution / active EE | $3,343 | $4,907-31.9% | $3,827-12.6% | $4,779-30.0% |
| Participant deferral / active EE | $9,378 | $5,507+70.3% | $4,672+100.7% | $5,609+67.2% |
| Admin fee / account holder | $404 | $11,457-96.5% | $8,548-95.3% | $10,829-96.3% |