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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 | $39,363 | $180,459-78.2% | $154,108-74.5% | $135,380-70.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -15.02% | 888.21%-903.2pp | 735.21%-750.2pp | 519.81%-534.8pp |
| Employer contribution / active EE | $2,342 | $6,035-61.2% | $5,298-55.8% | $4,779-51.0% |
| Participant deferral / active EE | $2,342 | $5,806-59.7% | $5,081-53.9% | $5,609-58.2% |
| Admin fee / account holder | $484 | $16,145-97.0% | $13,411-96.4% | $10,828-95.5% |