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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 | $30,260 | $180,466-83.2% | $154,114-80.4% | $135,382-77.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -11.88% | 888.15%-900.0pp | 735.16%-747.0pp | 519.77%-531.7pp |
| Employer contribution / active EE | $1,852 | $6,035-69.3% | $5,298-65.0% | $4,779-61.2% |
| Participant deferral / active EE | $4,856 | $5,806-16.4% | $5,081-4.4% | $5,609-13.4% |
| Admin fee / account holder | $2,956 | $16,144-81.7% | $13,411-78.0% | $10,829-72.7% |