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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 | $35,140 | $138,078-74.6% | $125,363-72.0% | $134,509-73.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.75% | 750.49%-771.2pp | 572.15%-592.9pp | 418.13%-438.9pp |
| Employer contribution / active EE | $3,794 | $5,245-27.7% | $4,815-21.2% | $4,741-20.0% |
| Participant deferral / active EE | $10,438 | $7,800+33.8% | $7,447+40.2% | $6,400+63.1% |
| Admin fee / account holder | $1,525 | $11,566-86.8% | $10,005-84.8% | $11,427-86.7% |