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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 | $36,788 | $99,921-63.2% | $85,009-56.7% | $145,959-74.8% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | -55.24% | 83.89%-139.1pp | 66.47%-121.7pp | 561.95%-617.2pp |
| Employer contribution / active EE | $3,385 | $3,233+4.7% | $2,728+24.1% | $4,661-27.4% |
| Participant deferral / active EE | $3,099 | $5,293-41.5% | $4,522-31.5% | $6,689-53.7% |
| Admin fee / account holder | $29,694 | $7,252+309.5% | $6,153+382.6% | $13,398+121.6% |