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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 | $70,648 | $135,645-47.9% | $110,243-35.9% | $135,380-47.8% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.8%-25.3pp | 82.6%-28.1pp |
| Annual return | -9.63% | 513.24%-522.9pp | 314.76%-324.4pp | 519.81%-529.4pp |
| Employer contribution / active EE | $2,706 | $4,907-44.8% | $3,827-29.3% | $4,779-43.4% |
| Participant deferral / active EE | $2,611 | $5,507-52.6% | $4,672-44.1% | $5,609-53.5% |
| Admin fee / account holder | $624 | $11,458-94.6% | $8,548-92.7% | $10,828-94.2% |