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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 | $61,922 | $138,102-55.2% | $125,381-50.6% | $134,532-54.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -24.10% | 750.73%-774.8pp | 572.31%-596.4pp | 418.27%-442.4pp |
| Employer contribution / active EE | $2,058 | $5,245-60.8% | $4,815-57.3% | $4,741-56.6% |
| Participant deferral / active EE | $3,201 | $7,801-59.0% | $7,448-57.0% | $6,401-50.0% |
| Admin fee / account holder | $1,420 | $11,568-87.7% | $10,007-85.8% | $11,429-87.6% |