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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 | $38,021 | $72,071-47.2% | $68,368-44.4% | $137,256-72.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | -68.49% | 353.14%-421.6pp | 292.57%-361.1pp | 220.34%-288.8pp |
| Employer contribution / active EE | $3,309 | $2,788+18.7% | $2,649+24.9% | $4,156-20.4% |
| Participant deferral / active EE | $7,977 | $4,410+80.9% | $4,123+93.5% | $6,407+24.5% |
| Admin fee / account holder | $5,187 | $5,336-2.8% | $5,150+0.7% | $12,270-57.7% |