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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 | $30,578 | $138,114-77.9% | $125,391-75.6% | $134,545-77.3% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -25.07% | 750.88%-776.0pp | 572.41%-597.5pp | 418.37%-443.4pp |
| Employer contribution / active EE | $1,039 | $5,246-80.2% | $4,816-78.4% | $4,742-78.1% |
| Participant deferral / active EE | $4,511 | $7,801-42.2% | $7,448-39.4% | $6,401-29.5% |
| Admin fee / account holder | $2,160 | $11,570-81.3% | $10,009-78.4% | $11,431-81.1% |