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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 | $50,633 | $180,462-71.9% | $154,111-67.1% | $135,379-62.6% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -8.96% | 888.17%-897.1pp | 735.18%-744.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $3,756 | $6,036-37.8% | $5,298-29.1% | $4,779-21.4% |
| Participant deferral / active EE | $9,809 | $5,806+68.9% | $5,081+93.1% | $5,609+74.9% |
| Admin fee / account holder | $9,564 | $16,145-40.8% | $13,411-28.7% | $10,828-11.7% |