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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 | $105,615 | $180,459-41.5% | $154,108-31.5% | $135,380-22.0% |
| Participation rate | 53.8% | 87.4%-33.6pp | 83.0%-29.2pp | 82.6%-28.8pp |
| Annual return | -11.55% | 888.21%-899.8pp | 735.21%-746.8pp | 519.81%-531.4pp |
| Employer contribution / active EE | $2,339 | $6,035-61.3% | $5,298-55.9% | $4,779-51.1% |
| Participant deferral / active EE | $4,662 | $5,806-19.7% | $5,081-8.2% | $5,609-16.9% |
| Admin fee / account holder | $1,092 | $16,145-93.2% | $13,411-91.9% | $10,828-89.9% |