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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 | $38,589 | $138,102-72.1% | $125,381-69.2% | $134,532-71.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -22.50% | 750.73%-773.2pp | 572.31%-594.8pp | 418.27%-440.8pp |
| Employer contribution / active EE | $1,367 | $5,245-73.9% | $4,815-71.6% | $4,741-71.2% |
| Participant deferral / active EE | $7,357 | $7,801-5.7% | $7,448-1.2% | $6,401+14.9% |
| Admin fee / account holder | $501 | $11,568-95.7% | $10,007-95.0% | $11,429-95.6% |