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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 | $28,231 | $138,102-79.6% | $125,381-77.5% | $134,532-79.0% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -22.33% | 750.73%-773.1pp | 572.31%-594.6pp | 418.27%-440.6pp |
| Employer contribution / active EE | $3,182 | $5,245-39.3% | $4,815-33.9% | $4,741-32.9% |
| Participant deferral / active EE | $4,245 | $7,801-45.6% | $7,448-43.0% | $6,401-33.7% |
| Admin fee / account holder | $2,723 | $11,568-76.5% | $10,007-72.8% | $11,429-76.2% |