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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 | $44,058 | $160,059-72.5% | $140,019-68.5% | $135,382-67.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -9.21% | 911.44%-920.7pp | 651.15%-660.4pp | 519.77%-529.0pp |
| Employer contribution / active EE | $8,168 | $6,420+27.2% | $5,605+45.7% | $4,779+70.9% |
| Participant deferral / active EE | $5,099 | $7,641-33.3% | $6,927-26.4% | $5,609-9.1% |
| Admin fee / account holder | $8,107 | $13,328-39.2% | $10,705-24.3% | $10,829-25.1% |