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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 | $32,633 | $160,040-79.6% | $147,096-77.8% | $145,877-77.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | -40.65% | 98.49%-139.1pp | 419.75%-460.4pp | 551.28%-591.9pp |
| Employer contribution / active EE | $1,498 | $5,289-71.7% | $4,936-69.7% | $4,663-67.9% |
| Participant deferral / active EE | $4,146 | $8,429-50.8% | $8,071-48.6% | $6,691-38.0% |
| Admin fee / account holder | $1,361 | $15,050-91.0% | $13,005-89.5% | $13,402-89.8% |