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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 | $42,682 | $138,114-69.1% | $125,391-66.0% | $134,545-68.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -25.66% | 750.88%-776.5pp | 572.41%-598.1pp | 418.37%-444.0pp |
| Employer contribution / active EE | $1,438 | $5,246-72.6% | $4,816-70.1% | $4,742-69.7% |
| Participant deferral / active EE | $2,880 | $7,801-63.1% | $7,448-61.3% | $6,401-55.0% |
| Admin fee / account holder | $2,760 | $11,570-76.1% | $10,009-72.4% | $11,431-75.9% |