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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 | $91,544 | $138,102-33.7% | $125,381-27.0% | $134,532-32.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -21.00% | 750.73%-771.7pp | 572.31%-593.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $3,250 | $5,245-38.0% | $4,815-32.5% | $4,741-31.5% |
| Participant deferral / active EE | $5,396 | $7,801-30.8% | $7,448-27.6% | $6,401-15.7% |
| Admin fee / account holder | $469 | $11,568-95.9% | $10,007-95.3% | $11,429-95.9% |