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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 | $50,643 | $160,059-68.4% | $140,019-63.8% | $135,380-62.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -10.87% | 911.48%-922.4pp | 651.17%-662.0pp | 519.81%-530.7pp |
| Employer contribution / active EE | $4,628 | $6,420-27.9% | $5,605-17.4% | $4,779-3.2% |
| Participant deferral / active EE | $8,134 | $7,641+6.5% | $6,927+17.4% | $5,609+45.0% |
| Admin fee / account holder | $5,303 | $13,328-60.2% | $10,705-50.5% | $10,828-51.0% |