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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 | $54,405 | $138,102-60.6% | $125,381-56.6% | $134,532-59.6% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -22.46% | 750.73%-773.2pp | 572.31%-594.8pp | 418.27%-440.7pp |
| Employer contribution / active EE | $4,138 | $5,245-21.1% | $4,815-14.1% | $4,741-12.7% |
| Participant deferral / active EE | $8,908 | $7,801+14.2% | $7,448+19.6% | $6,401+39.2% |
| Admin fee / account holder | $1,394 | $11,568-87.9% | $10,007-86.1% | $11,429-87.8% |