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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 | $24,488 | $138,078-82.3% | $125,363-80.5% | $134,509-81.8% |
| Participation rate | 44.4% | 84.5%-40.0pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -23.77% | 750.49%-774.3pp | 572.15%-595.9pp | 418.13%-441.9pp |
| Employer contribution / active EE | $2,023 | $5,245-61.4% | $4,815-58.0% | $4,741-57.3% |
| Participant deferral / active EE | $6,525 | $7,800-16.3% | $7,447-12.4% | $6,400+1.9% |
| Admin fee / account holder | $1,232 | $11,566-89.3% | $10,005-87.7% | $11,427-89.2% |