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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 | $32,002 | $135,645-76.4% | $110,243-71.0% | $135,379-76.4% |
| Participation rate | 61.9% | 83.5%-21.6pp | 79.8%-17.9pp | 82.6%-20.7pp |
| Annual return | -11.84% | 513.24%-525.1pp | 314.76%-326.6pp | 519.79%-531.6pp |
| Employer contribution / active EE | $2,078 | $4,907-57.6% | $3,827-45.7% | $4,779-56.5% |
| Participant deferral / active EE | $3,073 | $5,507-44.2% | $4,672-34.2% | $5,609-45.2% |
| Admin fee / account holder | $525 | $11,458-95.4% | $8,548-93.9% | $10,828-95.2% |