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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 | $35,476 | $135,645-73.8% | $110,243-67.8% | $135,379-73.8% |
| Participation rate | 28.6% | 83.5%-54.9pp | 79.8%-51.3pp | 82.6%-54.1pp |
| Annual return | -10.30% | 513.24%-523.5pp | 314.76%-325.1pp | 519.79%-530.1pp |
| Employer contribution / active EE | $1,044 | $4,907-78.7% | $3,827-72.7% | $4,779-78.2% |
| Participant deferral / active EE | $2,620 | $5,507-52.4% | $4,672-43.9% | $5,609-53.3% |
| Admin fee / account holder | $3,763 | $11,458-67.2% | $8,548-56.0% | $10,828-65.2% |