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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 | $33,212 | $138,102-76.0% | $125,381-73.5% | $134,532-75.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -29.84% | 750.73%-780.6pp | 572.31%-602.2pp | 418.27%-448.1pp |
| Employer contribution / active EE | $1,939 | $5,245-63.0% | $4,815-59.7% | $4,741-59.1% |
| Participant deferral / active EE | $7,152 | $7,801-8.3% | $7,448-4.0% | $6,401+11.7% |
| Admin fee / account holder | $553 | $11,568-95.2% | $10,007-94.5% | $11,429-95.2% |