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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 | $29,355 | $138,102-78.7% | $125,381-76.6% | $134,532-78.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.88% | 750.73%-773.6pp | 572.31%-595.2pp | 418.27%-441.1pp |
| Employer contribution / active EE | $2,190 | $5,245-58.3% | $4,815-54.5% | $4,741-53.8% |
| Participant deferral / active EE | $4,251 | $7,801-45.5% | $7,448-42.9% | $6,401-33.6% |
| Admin fee / account holder | $3,785 | $11,568-67.3% | $10,007-62.2% | $11,429-66.9% |