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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 | $31,186 | $180,466-82.7% | $154,114-79.8% | $135,382-77.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -10.77% | 888.15%-898.9pp | 735.16%-745.9pp | 519.77%-530.5pp |
| Employer contribution / active EE | $2,317 | $6,035-61.6% | $5,298-56.3% | $4,779-51.5% |
| Participant deferral / active EE | $4,322 | $5,806-25.6% | $5,081-14.9% | $5,609-22.9% |
| Admin fee / account holder | $805 | $16,144-95.0% | $13,411-94.0% | $10,829-92.6% |