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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 | $54,623 | $138,102-60.4% | $125,381-56.4% | $134,532-59.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -23.20% | 750.73%-773.9pp | 572.31%-595.5pp | 418.27%-441.5pp |
| Employer contribution / active EE | $2,083 | $5,245-60.3% | $4,815-56.7% | $4,741-56.1% |
| Participant deferral / active EE | $5,600 | $7,801-28.2% | $7,448-24.8% | $6,401-12.5% |
| Admin fee / account holder | $881 | $11,568-92.4% | $10,007-91.2% | $11,429-92.3% |