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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 | $48,334 | $138,078-65.0% | $125,363-61.4% | $134,509-64.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -23.49% | 750.49%-774.0pp | 572.15%-595.6pp | 418.13%-441.6pp |
| Employer contribution / active EE | $1,835 | $5,245-65.0% | $4,815-61.9% | $4,741-61.3% |
| Participant deferral / active EE | $3,669 | $7,800-53.0% | $7,447-50.7% | $6,400-42.7% |
| Admin fee / account holder | $13,665 | $11,566+18.1% | $10,005+36.6% | $11,427+19.6% |