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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 | $61,377 | $180,462-66.0% | $154,111-60.2% | $135,379-54.7% |
| Participation rate | 44.4% | 87.4%-43.0pp | 83.0%-38.6pp | 82.6%-38.2pp |
| Annual return | -10.80% | 888.17%-899.0pp | 735.18%-746.0pp | 519.79%-530.6pp |
| Employer contribution / active EE | $1,783 | $6,036-70.5% | $5,298-66.3% | $4,779-62.7% |
| Participant deferral / active EE | $4,682 | $5,806-19.4% | $5,081-7.8% | $5,609-16.5% |
| Admin fee / account holder | $596 | $16,145-96.3% | $13,411-95.6% | $10,828-94.5% |