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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 | $71,161 | $180,459-60.6% | $154,108-53.8% | $135,380-47.4% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -8.87% | 888.21%-897.1pp | 735.21%-744.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,995 | $6,035-66.9% | $5,298-62.3% | $4,779-58.3% |
| Participant deferral / active EE | $3,770 | $5,806-35.1% | $5,081-25.8% | $5,609-32.8% |
| Admin fee / account holder | $2,223 | $16,145-86.2% | $13,411-83.4% | $10,828-79.5% |