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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 | $63,599 | $180,459-64.8% | $154,108-58.7% | $135,380-53.0% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -9.23% | 888.21%-897.4pp | 735.21%-744.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $3,452 | $6,035-42.8% | $5,298-34.8% | $4,779-27.8% |
| Participant deferral / active EE | $4,963 | $5,806-14.5% | $5,081-2.3% | $5,609-11.5% |
| Admin fee / account holder | $12,063 | $16,145-25.3% | $13,411-10.1% | $10,828+11.4% |