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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 | $66,040 | $138,102-52.2% | $125,381-47.3% | $134,532-50.9% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -23.48% | 750.73%-774.2pp | 572.31%-595.8pp | 418.27%-441.7pp |
| Employer contribution / active EE | $1,583 | $5,245-69.8% | $4,815-67.1% | $4,741-66.6% |
| Participant deferral / active EE | $3,540 | $7,801-54.6% | $7,448-52.5% | $6,401-44.7% |
| Admin fee / account holder | $956 | $11,568-91.7% | $10,007-90.4% | $11,429-91.6% |