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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 | $89,949 | $180,462-50.2% | $154,111-41.6% | $135,379-33.6% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -10.14% | 888.17%-898.3pp | 735.18%-745.3pp | 519.79%-529.9pp |
| Employer contribution / active EE | $1,600 | $6,036-73.5% | $5,298-69.8% | $4,779-66.5% |
| Participant deferral / active EE | $7,807 | $5,806+34.5% | $5,081+53.7% | $5,609+39.2% |
| Admin fee / account holder | $3,979 | $16,145-75.4% | $13,411-70.3% | $10,828-63.3% |