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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 | $58,365 | $138,114-57.7% | $125,391-53.5% | $134,545-56.6% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-14.0pp | 81.2%-12.8pp |
| Annual return | -25.00% | 750.88%-775.9pp | 572.41%-597.4pp | 418.37%-443.4pp |
| Employer contribution / active EE | $1,263 | $5,246-75.9% | $4,816-73.8% | $4,742-73.4% |
| Participant deferral / active EE | $11,112 | $7,801+42.4% | $7,448+49.2% | $6,401+73.6% |
| Admin fee / account holder | $5,494 | $11,570-52.5% | $10,009-45.1% | $11,431-51.9% |