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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 | $70,366-46.0% | $66,674-43.0% | $138,895-72.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | -68.49% | 386.41%-454.9pp | 321.24%-389.7pp | 145.39%-213.9pp |
| Employer contribution / active EE | $3,309 | $2,765+19.7% | $2,620+26.3% | $4,194-21.1% |
| Participant deferral / active EE | $7,977 | $4,374+82.4% | $4,084+95.3% | $6,396+24.7% |
| Admin fee / account holder | $5,187 | $5,262-1.4% | $5,098+1.7% | $12,562-58.7% |