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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 | $50,213 | $138,102-63.6% | $125,381-60.0% | $134,532-62.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -23.76% | 750.73%-774.5pp | 572.31%-596.1pp | 418.27%-442.0pp |
| Employer contribution / active EE | $2,711 | $5,245-48.3% | $4,815-43.7% | $4,741-42.8% |
| Participant deferral / active EE | $10,191 | $7,801+30.6% | $7,448+36.8% | $6,401+59.2% |
| Admin fee / account holder | $315 | $11,568-97.3% | $10,007-96.9% | $11,429-97.2% |