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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 | $39,173 | $180,459-78.3% | $154,108-74.6% | $135,380-71.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -11.07% | 888.21%-899.3pp | 735.21%-746.3pp | 519.81%-530.9pp |
| Employer contribution / active EE | $1,545 | $6,035-74.4% | $5,298-70.8% | $4,779-67.7% |
| Participant deferral / active EE | $3,522 | $5,806-39.3% | $5,081-30.7% | $5,609-37.2% |
| Admin fee / account holder | $661 | $16,145-95.9% | $13,411-95.1% | $10,828-93.9% |