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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 | $67,737 | $138,102-51.0% | $125,381-46.0% | $134,532-49.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -26.80% | 750.73%-777.5pp | 572.31%-599.1pp | 418.27%-445.1pp |
| Employer contribution / active EE | $3,475 | $5,245-33.8% | $4,815-27.8% | $4,741-26.7% |
| Participant deferral / active EE | $10,250 | $7,801+31.4% | $7,448+37.6% | $6,401+60.1% |
| Admin fee / account holder | $638 | $11,568-94.5% | $10,007-93.6% | $11,429-94.4% |