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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 | $33,536 | $138,114-75.7% | $125,391-73.3% | $134,545-75.1% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -30.10% | 750.88%-781.0pp | 572.41%-602.5pp | 418.37%-448.5pp |
| Employer contribution / active EE | $2,083 | $5,246-60.3% | $4,816-56.7% | $4,742-56.1% |
| Participant deferral / active EE | $12,850 | $7,801+64.7% | $7,448+72.5% | $6,401+100.7% |
| Admin fee / account holder | $1,174 | $11,570-89.9% | $10,009-88.3% | $11,431-89.7% |