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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 | $31,390 | $138,114-77.3% | $125,391-75.0% | $134,545-76.7% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -24.01% | 750.88%-774.9pp | 572.41%-596.4pp | 418.37%-442.4pp |
| Employer contribution / active EE | $3,744 | $5,246-28.6% | $4,816-22.3% | $4,742-21.0% |
| Participant deferral / active EE | $8,040 | $7,801+3.1% | $7,448+7.9% | $6,401+25.6% |
| Admin fee / account holder | $861 | $11,570-92.6% | $10,009-91.4% | $11,431-92.5% |