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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 | $55,595 | $92,684-40.0% | $82,706-32.8% | $134,509-58.7% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -35.61% | 945.84%-981.5pp | 701.76%-737.4pp | 418.13%-453.7pp |
| Employer contribution / active EE | $2,834 | $3,272-13.4% | $3,007-5.8% | $4,741-40.2% |
| Participant deferral / active EE | $6,750 | $4,800+40.6% | $4,394+53.6% | $6,400+5.5% |
| Admin fee / account holder | $307 | $5,982-94.9% | $5,329-94.2% | $11,427-97.3% |