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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 | $70,519 | $138,078-48.9% | $125,363-43.7% | $134,509-47.6% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | -50.16% | 750.49%-800.7pp | 572.15%-622.3pp | 418.13%-468.3pp |
| Employer contribution / active EE | $2,471 | $5,245-52.9% | $4,815-48.7% | $4,741-47.9% |
| Participant deferral / active EE | $6,043 | $7,800-22.5% | $7,447-18.9% | $6,400-5.6% |
| Admin fee / account holder | $977 | $11,566-91.6% | $10,005-90.2% | $11,427-91.5% |