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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 | $42,805 | $138,102-69.0% | $125,381-65.9% | $134,532-68.2% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -25.45% | 750.73%-776.2pp | 572.31%-597.8pp | 418.27%-443.7pp |
| Employer contribution / active EE | $3,397 | $5,245-35.2% | $4,815-29.4% | $4,741-28.3% |
| Participant deferral / active EE | $9,769 | $7,801+25.2% | $7,448+31.2% | $6,401+52.6% |
| Admin fee / account holder | $6,692 | $11,568-42.2% | $10,007-33.1% | $11,429-41.4% |