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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 | $58,193 | $49,164+18.4% | $121,169-52.0% | $75,181-22.6% |
| Participation rate | 45.1% | 55.4%-10.4pp | 69.5%-24.5pp | 67.2%-22.1pp |
| Annual return | -3.99% | 56.03%-60.0pp | 986.71%-990.7pp | 160.69%-164.7pp |
| Employer contribution / active EE | $1,387 | $1,546-10.3% | $4,168-66.7% | $2,671-48.1% |
| Participant deferral / active EE | $2,426 | $2,628-7.7% | $4,083-40.6% | $4,126-41.2% |
| Admin fee / account holder | $7,677 | $3,942+94.7% | $5,645+36.0% | $5,650+35.9% |