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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 | $28,142 | $138,078-79.6% | $125,363-77.6% | $134,509-79.1% |
| Participation rate | 54.5% | 84.5%-29.9pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -22.02% | 750.49%-772.5pp | 572.15%-594.2pp | 418.13%-440.2pp |
| Employer contribution / active EE | $2,549 | $5,245-51.4% | $4,815-47.0% | $4,741-46.2% |
| Participant deferral / active EE | $3,895 | $7,800-50.1% | $7,447-47.7% | $6,400-39.1% |
| Admin fee / account holder | $8,570 | $11,566-25.9% | $10,005-14.3% | $11,427-25.0% |