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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 | $25,176 | $138,078-81.8% | $125,363-79.9% | $134,509-81.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.02% | 750.49%-771.5pp | 572.15%-593.2pp | 418.13%-439.2pp |
| Employer contribution / active EE | $2,622 | $5,245-50.0% | $4,815-45.5% | $4,741-44.7% |
| Participant deferral / active EE | $5,385 | $7,800-31.0% | $7,447-27.7% | $6,400-15.9% |
| Admin fee / account holder | $3,236 | $11,566-72.0% | $10,005-67.7% | $11,427-71.7% |