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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 | $138,114-48.2% | $125,391-42.9% | $134,545-46.8% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -24.14% | 750.88%-775.0pp | 572.41%-596.6pp | 418.37%-442.5pp |
| Employer contribution / active EE | $2,288 | $5,246-56.4% | $4,816-52.5% | $4,742-51.8% |
| Participant deferral / active EE | $5,291 | $7,801-32.2% | $7,448-29.0% | $6,401-17.3% |
| Admin fee / account holder | $3,075 | $11,570-73.4% | $10,009-69.3% | $11,431-73.1% |