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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 | $57,288 | $138,114-58.5% | $125,391-54.3% | $134,545-57.4% |
| Participation rate | 52.9% | 84.5%-31.6pp | 82.4%-29.4pp | 81.2%-28.3pp |
| Annual return | -21.79% | 750.88%-772.7pp | 572.41%-594.2pp | 418.37%-440.2pp |
| Employer contribution / active EE | $3,494 | $5,246-33.4% | $4,816-27.5% | $4,742-26.3% |
| Participant deferral / active EE | $7,685 | $7,801-1.5% | $7,448+3.2% | $6,401+20.1% |
| Admin fee / account holder | $7,285 | $11,570-37.0% | $10,009-27.2% | $11,431-36.3% |