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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 | $33,178 | $160,040-79.3% | $147,096-77.4% | $145,877-77.3% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | -27.51% | 98.49%-126.0pp | 419.75%-447.3pp | 551.28%-578.8pp |
| Employer contribution / active EE | $2,082 | $5,289-60.6% | $4,936-57.8% | $4,663-55.4% |
| Participant deferral / active EE | $5,401 | $8,429-35.9% | $8,071-33.1% | $6,691-19.3% |
| Admin fee / account holder | $13,717 | $15,050-8.9% | $13,005+5.5% | $13,402+2.3% |