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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 | $38,737 | $88,603-56.3% | $69,890-44.6% | $134,545-71.2% |
| Participation rate | 35.0% | 74.9%-39.9pp | 70.5%-35.5pp | 81.2%-46.2pp |
| Annual return | -51.28% | 442.93%-494.2pp | 190.84%-242.1pp | 418.37%-469.6pp |
| Employer contribution / active EE | $2,759 | $3,236-14.7% | $2,560+7.8% | $4,742-41.8% |
| Participant deferral / active EE | $5,874 | $4,771+23.1% | $3,848+52.6% | $6,401-8.2% |
| Admin fee / account holder | $321 | $10,443-96.9% | $6,267-94.9% | $11,431-97.2% |