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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 | $38,360 | $92,743-58.6% | $82,744-53.6% | $134,532-71.5% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -21.08% | 946.63%-967.7pp | 702.22%-723.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $2,322 | $3,273-29.0% | $3,008-22.8% | $4,741-51.0% |
| Participant deferral / active EE | $5,762 | $4,802+20.0% | $4,395+31.1% | $6,401-10.0% |
| Admin fee / account holder | $2,838 | $5,977-52.5% | $5,325-46.7% | $11,429-75.2% |