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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 | $32,331 | $138,114-76.6% | $125,391-74.2% | $134,545-76.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -22.43% | 750.88%-773.3pp | 572.41%-594.8pp | 418.37%-440.8pp |
| Employer contribution / active EE | $1,240 | $5,246-76.4% | $4,816-74.2% | $4,742-73.8% |
| Participant deferral / active EE | $3,615 | $7,801-53.7% | $7,448-51.5% | $6,401-43.5% |
| Admin fee / account holder | $6,908 | $11,570-40.3% | $10,009-31.0% | $11,431-39.6% |