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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 | $28,235 | $138,102-79.6% | $125,381-77.5% | $134,532-79.0% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -28.20% | 750.73%-778.9pp | 572.31%-600.5pp | 418.27%-446.5pp |
| Employer contribution / active EE | $1,819 | $5,245-65.3% | $4,815-62.2% | $4,741-61.6% |
| Participant deferral / active EE | $8,618 | $7,801+10.5% | $7,448+15.7% | $6,401+34.6% |
| Admin fee / account holder | $949 | $11,568-91.8% | $10,007-90.5% | $11,429-91.7% |