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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 | $53,827 | $180,459-70.2% | $154,108-65.1% | $135,380-60.2% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -9.89% | 888.21%-898.1pp | 735.21%-745.1pp | 519.81%-529.7pp |
| Employer contribution / active EE | $1,543 | $6,035-74.4% | $5,298-70.9% | $4,779-67.7% |
| Participant deferral / active EE | $2,163 | $5,806-62.8% | $5,081-57.4% | $5,609-61.4% |
| Admin fee / account holder | $995 | $16,145-93.8% | $13,411-92.6% | $10,828-90.8% |