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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 | $58,822 | $138,114-57.4% | $125,391-53.1% | $134,545-56.3% |
| Participation rate | 36.4% | 84.5%-48.1pp | 82.4%-46.0pp | 81.2%-44.9pp |
| Annual return | -20.72% | 750.88%-771.6pp | 572.41%-593.1pp | 418.37%-439.1pp |
| Employer contribution / active EE | $1,592 | $5,246-69.6% | $4,816-66.9% | $4,742-66.4% |
| Participant deferral / active EE | $3,127 | $7,801-59.9% | $7,448-58.0% | $6,401-51.2% |
| Admin fee / account holder | $570 | $11,570-95.1% | $10,009-94.3% | $11,431-95.0% |