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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 | $29,051 | $138,078-79.0% | $125,363-76.8% | $134,509-78.4% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -21.13% | 750.49%-771.6pp | 572.15%-593.3pp | 418.13%-439.3pp |
| Employer contribution / active EE | $2,296 | $5,245-56.2% | $4,815-52.3% | $4,741-51.6% |
| Participant deferral / active EE | $4,659 | $7,800-40.3% | $7,447-37.4% | $6,400-27.2% |
| Admin fee / account holder | $1,581 | $11,566-86.3% | $10,005-84.2% | $11,427-86.2% |