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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 | $41,246 | $138,114-70.1% | $125,391-67.1% | $134,545-69.3% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -22.38% | 750.88%-773.3pp | 572.41%-594.8pp | 418.37%-440.8pp |
| Employer contribution / active EE | $6,733 | $5,246+28.3% | $4,816+39.8% | $4,742+42.0% |
| Participant deferral / active EE | $14,159 | $7,801+81.5% | $7,448+90.1% | $6,401+121.2% |
| Admin fee / account holder | $37,862 | $11,570+227.2% | $10,009+278.3% | $11,431+231.2% |