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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 | $81,538 | $135,645-39.9% | $110,243-26.0% | $135,380-39.8% |
| Participation rate | 58.3% | 83.5%-25.1pp | 79.8%-21.5pp | 82.6%-24.3pp |
| Annual return | -35.09% | 513.24%-548.3pp | 314.76%-349.9pp | 519.81%-554.9pp |
| Employer contribution / active EE | $1,487 | $4,907-69.7% | $3,827-61.2% | $4,779-68.9% |
| Participant deferral / active EE | $3,989 | $5,507-27.6% | $4,672-14.6% | $5,609-28.9% |
| Admin fee / account holder | $6,421 | $11,458-44.0% | $8,548-24.9% | $10,828-40.7% |