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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 | $64,100 | $190,862-66.4% | $159,991-59.9% | $134,509-52.3% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -48.25% | 552.59%-600.8pp | 408.82%-457.1pp | 418.13%-466.4pp |
| Employer contribution / active EE | $853 | $4,995-82.9% | $4,225-79.8% | $4,741-82.0% |
| Participant deferral / active EE | $8,300 | $6,924+19.9% | $6,183+34.2% | $6,400+29.7% |
| Admin fee / account holder | $691 | $10,495-93.4% | $8,715-92.1% | $11,427-94.0% |