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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 | $27,004 | $138,078-80.4% | $125,363-78.5% | $134,509-79.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -31.25% | 750.49%-781.7pp | 572.15%-603.4pp | 418.13%-449.4pp |
| Employer contribution / active EE | $2,188 | $5,245-58.3% | $4,815-54.6% | $4,741-53.9% |
| Participant deferral / active EE | $9,598 | $7,800+23.1% | $7,447+28.9% | $6,400+50.0% |
| Admin fee / account holder | $409 | $11,566-96.5% | $10,005-95.9% | $11,427-96.4% |