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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 | $71,548 | $138,078-48.2% | $125,363-42.9% | $134,509-46.8% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -24.14% | 750.49%-774.6pp | 572.15%-596.3pp | 418.13%-442.3pp |
| Employer contribution / active EE | $2,288 | $5,245-56.4% | $4,815-52.5% | $4,741-51.7% |
| Participant deferral / active EE | $5,291 | $7,800-32.2% | $7,447-28.9% | $6,400-17.3% |
| Admin fee / account holder | $3,075 | $11,566-73.4% | $10,005-69.3% | $11,427-73.1% |