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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 | $68,474 | $92,684-26.1% | $82,706-17.2% | $134,509-49.1% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -21.28% | 945.84%-967.1pp | 701.76%-723.0pp | 418.13%-439.4pp |
| Employer contribution / active EE | $3,140 | $3,272-4.0% | $3,007+4.4% | $4,741-33.8% |
| Participant deferral / active EE | $4,511 | $4,800-6.0% | $4,394+2.7% | $6,400-29.5% |
| Admin fee / account holder | $1,700 | $5,982-71.6% | $5,329-68.1% | $11,427-85.1% |