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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 | $49,533 | $138,114-64.1% | $125,391-60.5% | $134,545-63.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.69% | 750.88%-771.6pp | 572.41%-593.1pp | 418.37%-439.1pp |
| Employer contribution / active EE | $2,220 | $5,246-57.7% | $4,816-53.9% | $4,742-53.2% |
| Participant deferral / active EE | $9,583 | $7,801+22.8% | $7,448+28.7% | $6,401+49.7% |
| Admin fee / account holder | $677 | $11,570-94.1% | $10,009-93.2% | $11,431-94.1% |