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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 | $99,490 | $180,466-44.9% | $154,114-35.4% | $135,382-26.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -10.36% | 888.15%-898.5pp | 735.16%-745.5pp | 519.77%-530.1pp |
| Employer contribution / active EE | $1,543 | $6,035-74.4% | $5,298-70.9% | $4,779-67.7% |
| Participant deferral / active EE | $4,550 | $5,806-21.6% | $5,081-10.5% | $5,609-18.9% |
| Admin fee / account holder | $4,326 | $16,144-73.2% | $13,411-67.7% | $10,829-60.1% |