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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 | $32,045 | $138,078-76.8% | $125,363-74.4% | $134,509-76.2% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -25.03% | 750.49%-775.5pp | 572.15%-597.2pp | 418.13%-443.2pp |
| Employer contribution / active EE | $1,982 | $5,245-62.2% | $4,815-58.8% | $4,741-58.2% |
| Participant deferral / active EE | $3,824 | $7,800-51.0% | $7,447-48.7% | $6,400-40.3% |
| Admin fee / account holder | $621 | $11,566-94.6% | $10,005-93.8% | $11,427-94.6% |