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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 | $65,640 | $180,459-63.6% | $154,108-57.4% | $135,380-51.5% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -9.76% | 888.21%-898.0pp | 735.21%-745.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $1,518 | $6,035-74.9% | $5,298-71.3% | $4,779-68.2% |
| Participant deferral / active EE | $4,155 | $5,806-28.4% | $5,081-18.2% | $5,609-25.9% |
| Admin fee / account holder | $369 | $16,145-97.7% | $13,411-97.2% | $10,828-96.6% |