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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 | $73,336 | $138,114-46.9% | $125,391-41.5% | $134,545-45.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -23.94% | 750.88%-774.8pp | 572.41%-596.4pp | 418.37%-442.3pp |
| Employer contribution / active EE | $12,349 | $5,246+135.4% | $4,816+156.4% | $4,742+160.4% |
| Participant deferral / active EE | $11,081 | $7,801+42.0% | $7,448+48.8% | $6,401+73.1% |
| Admin fee / account holder | $22,464 | $11,570+94.2% | $10,009+124.4% | $11,431+96.5% |