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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 | $36,256 | $138,114-73.7% | $125,391-71.1% | $134,545-73.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -27.24% | 750.88%-778.1pp | 572.41%-599.6pp | 418.37%-445.6pp |
| Employer contribution / active EE | $1,842 | $5,246-64.9% | $4,816-61.7% | $4,742-61.1% |
| Participant deferral / active EE | $3,484 | $7,801-55.3% | $7,448-53.2% | $6,401-45.6% |
| Admin fee / account holder | $3,359 | $11,570-71.0% | $10,009-66.4% | $11,431-70.6% |