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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 | $46,075 | $180,459-74.5% | $154,108-70.1% | $135,380-66.0% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -12.59% | 888.21%-900.8pp | 735.21%-747.8pp | 519.81%-532.4pp |
| Employer contribution / active EE | $1,494 | $6,035-75.3% | $5,298-71.8% | $4,779-68.7% |
| Participant deferral / active EE | $8,177 | $5,806+40.8% | $5,081+60.9% | $5,609+45.8% |
| Admin fee / account holder | $582 | $16,145-96.4% | $13,411-95.7% | $10,828-94.6% |