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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 | $47,232 | $138,102-65.8% | $125,381-62.3% | $134,532-64.9% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -21.60% | 750.73%-772.3pp | 572.31%-593.9pp | 418.27%-439.9pp |
| Employer contribution / active EE | $3,551 | $5,245-32.3% | $4,815-26.3% | $4,741-25.1% |
| Participant deferral / active EE | $12,778 | $7,801+63.8% | $7,448+71.6% | $6,401+99.6% |
| Admin fee / account holder | $10,994 | $11,568-5.0% | $10,007+9.9% | $11,429-3.8% |