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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 | $35,899 | $138,102-74.0% | $125,381-71.4% | $134,532-73.3% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -22.08% | 750.73%-772.8pp | 572.31%-594.4pp | 418.27%-440.3pp |
| Employer contribution / active EE | $2,225 | $5,245-57.6% | $4,815-53.8% | $4,741-53.1% |
| Participant deferral / active EE | $5,395 | $7,801-30.8% | $7,448-27.6% | $6,401-15.7% |
| Admin fee / account holder | $3,719 | $11,568-67.9% | $10,007-62.8% | $11,429-67.5% |