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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 | $44,635 | $165,381-73.0% | $149,730-70.2% | $158,966-71.9% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | -78.08% | 348.29%-426.4pp | 276.70%-354.8pp | 302.95%-381.0pp |
| Employer contribution / active EE | $4,525 | $5,104-11.4% | $4,645-2.6% | $4,762-5.0% |
| Participant deferral / active EE | $7,128 | $7,182-0.8% | $6,843+4.2% | $5,983+19.1% |
| Admin fee / account holder | $3,382 | $10,809-68.7% | $9,310-63.7% | $11,250-69.9% |