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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 | $32,697 | $138,102-76.3% | $125,381-73.9% | $134,532-75.7% |
| Participation rate | 64.7% | 84.5%-19.8pp | 82.4%-17.7pp | 81.2%-16.5pp |
| Annual return | -22.42% | 750.73%-773.1pp | 572.31%-594.7pp | 418.27%-440.7pp |
| Employer contribution / active EE | $3,538 | $5,245-32.5% | $4,815-26.5% | $4,741-25.4% |
| Participant deferral / active EE | $5,628 | $7,801-27.9% | $7,448-24.4% | $6,401-12.1% |
| Admin fee / account holder | $2,271 | $11,568-80.4% | $10,007-77.3% | $11,429-80.1% |