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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 | $44,500 | $160,059-72.2% | $140,019-68.2% | $135,382-67.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -10.99% | 911.44%-922.4pp | 651.15%-662.1pp | 519.77%-530.8pp |
| Employer contribution / active EE | $1,701 | $6,420-73.5% | $5,605-69.6% | $4,779-64.4% |
| Participant deferral / active EE | $12,000 | $7,641+57.1% | $6,927+73.2% | $5,609+113.9% |
| Admin fee / account holder | $1,328 | $13,328-90.0% | $10,705-87.6% | $10,829-87.7% |