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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 | $19,636 | $138,102-85.8% | $125,381-84.3% | $134,532-85.4% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -27.96% | 750.73%-778.7pp | 572.31%-600.3pp | 418.27%-446.2pp |
| Employer contribution / active EE | $2,290 | $5,245-56.3% | $4,815-52.4% | $4,741-51.7% |
| Participant deferral / active EE | $8,057 | $7,801+3.3% | $7,448+8.2% | $6,401+25.9% |
| Admin fee / account holder | $4,627 | $11,568-60.0% | $10,007-53.8% | $11,429-59.5% |