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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 | $90,987 | $138,078-34.1% | $125,363-27.4% | $134,509-32.4% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -32.03% | 750.49%-782.5pp | 572.15%-604.2pp | 418.13%-450.2pp |
| Employer contribution / active EE | $3,378 | $5,245-35.6% | $4,815-29.8% | $4,741-28.7% |
| Participant deferral / active EE | $7,982 | $7,800+2.3% | $7,447+7.2% | $6,400+24.7% |
| Admin fee / account holder | $10,238 | $11,566-11.5% | $10,005+2.3% | $11,427-10.4% |