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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 | $53,772 | $180,462-70.2% | $154,111-65.1% | $135,379-60.3% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -11.85% | 888.17%-900.0pp | 735.18%-747.0pp | 519.79%-531.6pp |
| Employer contribution / active EE | $1,801 | $6,036-70.2% | $5,298-66.0% | $4,779-62.3% |
| Participant deferral / active EE | $3,432 | $5,806-40.9% | $5,081-32.4% | $5,609-38.8% |
| Admin fee / account holder | $597 | $16,145-96.3% | $13,411-95.6% | $10,828-94.5% |