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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 | $133,962 | $171,492-21.9% | $150,734-11.1% | $198,609-32.5% |
| Participation rate | 45.5% | 81.4%-36.0pp | 78.4%-33.0pp | 82.4%-36.9pp |
| Annual return | -31.29% | 804.70%-836.0pp | 600.81%-632.1pp | 202.70%-234.0pp |
| Employer contribution / active EE | $1,789 | $5,470-67.3% | $4,918-63.6% | $5,055-64.6% |
| Participant deferral / active EE | $3,670 | $6,259-41.4% | $5,610-34.6% | $6,977-47.4% |
| Admin fee / account holder | $776 | $17,628-95.6% | $14,905-94.8% | $19,030-95.9% |