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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 | $36,678 | $138,114-73.4% | $125,391-70.7% | $134,545-72.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -29.30% | 750.88%-780.2pp | 572.41%-601.7pp | 418.37%-447.7pp |
| Employer contribution / active EE | $8,400 | $5,246+60.1% | $4,816+74.4% | $4,742+77.2% |
| Participant deferral / active EE | $6,460 | $7,801-17.2% | $7,448-13.3% | $6,401+0.9% |
| Admin fee / account holder | $769 | $11,570-93.4% | $10,009-92.3% | $11,431-93.3% |