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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 | $26,238 | $138,114-81.0% | $125,391-79.1% | $134,545-80.5% |
| Participation rate | 59.1% | 84.5%-25.4pp | 82.4%-23.3pp | 81.2%-22.1pp |
| Annual return | -26.31% | 750.88%-777.2pp | 572.41%-598.7pp | 418.37%-444.7pp |
| Employer contribution / active EE | $2,950 | $5,246-43.8% | $4,816-38.8% | $4,742-37.8% |
| Participant deferral / active EE | $7,112 | $7,801-8.8% | $7,448-4.5% | $6,401+11.1% |
| Admin fee / account holder | $3,723 | $11,570-67.8% | $10,009-62.8% | $11,431-67.4% |