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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 | $41,082 | $180,459-77.2% | $154,108-73.3% | $135,380-69.7% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -11.43% | 888.21%-899.6pp | 735.21%-746.6pp | 519.81%-531.2pp |
| Employer contribution / active EE | $2,044 | $6,035-66.1% | $5,298-61.4% | $4,779-57.2% |
| Participant deferral / active EE | $7,254 | $5,806+24.9% | $5,081+42.8% | $5,609+29.3% |
| Admin fee / account holder | $648 | $16,145-96.0% | $13,411-95.2% | $10,828-94.0% |