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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 | $37,237 | $197,819-81.2% | $155,789-76.1% | $125,389-70.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -4.11% | 86.73%-90.8pp | 71.54%-75.6pp | 282.24%-286.4pp |
| Employer contribution / active EE | $1,680 | $4,850-65.4% | $3,839-56.2% | $4,866-65.5% |
| Participant deferral / active EE | $1,680 | $5,631-70.2% | $4,798-65.0% | $5,352-68.6% |
| Admin fee / account holder | $743 | $9,544-92.2% | $7,477-90.1% | $9,541-92.2% |