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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 | $38,194 | $138,078-72.3% | $125,363-69.5% | $134,509-71.6% |
| Participation rate | 61.5% | 84.5%-23.0pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -21.50% | 750.49%-772.0pp | 572.15%-593.6pp | 418.13%-439.6pp |
| Employer contribution / active EE | $4,302 | $5,245-18.0% | $4,815-10.7% | $4,741-9.3% |
| Participant deferral / active EE | $4,460 | $7,800-42.8% | $7,447-40.1% | $6,400-30.3% |
| Admin fee / account holder | $3,914 | $11,566-66.2% | $10,005-60.9% | $11,427-65.7% |