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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 | $71,660 | $138,102-48.1% | $125,381-42.8% | $134,532-46.7% |
| Participation rate | 43.8% | 84.5%-40.7pp | 82.4%-38.6pp | 81.2%-37.5pp |
| Annual return | -24.58% | 750.73%-775.3pp | 572.31%-596.9pp | 418.27%-442.8pp |
| Employer contribution / active EE | $2,367 | $5,245-54.9% | $4,815-50.8% | $4,741-50.1% |
| Participant deferral / active EE | $3,975 | $7,801-49.0% | $7,448-46.6% | $6,401-37.9% |
| Admin fee / account holder | $4,507 | $11,568-61.0% | $10,007-55.0% | $11,429-60.6% |