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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 | $43,104 | $138,114-68.8% | $125,391-65.6% | $134,545-68.0% |
| Participation rate | 26.7% | 84.5%-57.8pp | 82.4%-55.7pp | 81.2%-54.6pp |
| Annual return | -31.40% | 750.88%-782.3pp | 572.41%-603.8pp | 418.37%-449.8pp |
| Employer contribution / active EE | $1,605 | $5,246-69.4% | $4,816-66.7% | $4,742-66.1% |
| Participant deferral / active EE | $4,631 | $7,801-40.6% | $7,448-37.8% | $6,401-27.6% |
| Admin fee / account holder | $12,488 | $11,570+7.9% | $10,009+24.8% | $11,431+9.2% |