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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 | $74,461 | $138,102-46.1% | $125,381-40.6% | $134,532-44.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -21.65% | 750.73%-772.4pp | 572.31%-594.0pp | 418.27%-439.9pp |
| Employer contribution / active EE | $4,633 | $5,245-11.7% | $4,815-3.8% | $4,741-2.3% |
| Participant deferral / active EE | $17,002 | $7,801+118.0% | $7,448+128.3% | $6,401+165.6% |
| Admin fee / account holder | $325 | $11,568-97.2% | $10,007-96.8% | $11,429-97.2% |