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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 | $92,321 | $138,114-33.2% | $125,391-26.4% | $134,545-31.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -21.18% | 750.88%-772.1pp | 572.41%-593.6pp | 418.37%-439.5pp |
| Employer contribution / active EE | $1,885 | $5,246-64.1% | $4,816-60.9% | $4,742-60.3% |
| Participant deferral / active EE | $10,250 | $7,801+31.4% | $7,448+37.6% | $6,401+60.1% |
| Admin fee / account holder | $453 | $11,570-96.1% | $10,009-95.5% | $11,431-96.0% |