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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 | $61,018 | $138,114-55.8% | $125,391-51.3% | $134,545-54.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.43% | 750.88%-773.3pp | 572.41%-594.8pp | 418.37%-440.8pp |
| Employer contribution / active EE | $1,336 | $5,246-74.5% | $4,816-72.3% | $4,742-71.8% |
| Participant deferral / active EE | $6,963 | $7,801-10.7% | $7,448-6.5% | $6,401+8.8% |
| Admin fee / account holder | $6,721 | $11,570-41.9% | $10,009-32.8% | $11,431-41.2% |