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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 | $72,149 | $180,459-60.0% | $154,108-53.2% | $135,380-46.7% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | -8.97% | 888.21%-897.2pp | 735.21%-744.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $1,614 | $6,035-73.3% | $5,298-69.5% | $4,779-66.2% |
| Participant deferral / active EE | $2,251 | $5,806-61.2% | $5,081-55.7% | $5,609-59.9% |
| Admin fee / account holder | $17,734 | $16,145+9.8% | $13,411+32.2% | $10,828+63.8% |