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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 | $54,028 | $138,102-60.9% | $125,381-56.9% | $134,532-59.8% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -20.74% | 750.73%-771.5pp | 572.31%-593.0pp | 418.27%-439.0pp |
| Employer contribution / active EE | $2,768 | $5,245-47.2% | $4,815-42.5% | $4,741-41.6% |
| Participant deferral / active EE | $5,485 | $7,801-29.7% | $7,448-26.4% | $6,401-14.3% |
| Admin fee / account holder | $1,473 | $11,568-87.3% | $10,007-85.3% | $11,429-87.1% |