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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 | $59,821 | $138,114-56.7% | $125,391-52.3% | $134,545-55.5% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -21.86% | 750.88%-772.7pp | 572.41%-594.3pp | 418.37%-440.2pp |
| Employer contribution / active EE | $3,352 | $5,246-36.1% | $4,816-30.4% | $4,742-29.3% |
| Participant deferral / active EE | $8,203 | $7,801+5.2% | $7,448+10.1% | $6,401+28.1% |
| Admin fee / account holder | $3,160 | $11,570-72.7% | $10,009-68.4% | $11,431-72.4% |