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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 | $55,840 | $135,645-58.8% | $110,243-49.3% | $135,380-58.8% |
| Participation rate | 58.8% | 83.5%-24.6pp | 79.8%-21.0pp | 82.6%-23.8pp |
| Annual return | -8.88% | 513.24%-522.1pp | 314.76%-323.6pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,465 | $4,907-70.1% | $3,827-61.7% | $4,779-69.4% |
| Participant deferral / active EE | $2,624 | $5,507-52.3% | $4,672-43.8% | $5,609-53.2% |
| Admin fee / account holder | $1,108 | $11,458-90.3% | $8,548-87.0% | $10,828-89.8% |