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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 | $70,235 | $138,114-49.1% | $125,391-44.0% | $134,545-47.8% |
| Participation rate | 47.8% | 84.5%-36.7pp | 82.4%-34.6pp | 81.2%-33.4pp |
| Annual return | -55.80% | 750.88%-806.7pp | 572.41%-628.2pp | 418.37%-474.2pp |
| Employer contribution / active EE | $1,684 | $5,246-67.9% | $4,816-65.0% | $4,742-64.5% |
| Participant deferral / active EE | $7,121 | $7,801-8.7% | $7,448-4.4% | $6,401+11.2% |
| Admin fee / account holder | $22,488 | $11,570+94.4% | $10,009+124.7% | $11,431+96.7% |