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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 | $35,267 | $138,102-74.5% | $125,381-71.9% | $134,532-73.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -144.08% | 750.73%-894.8pp | 572.31%-716.4pp | 418.27%-562.3pp |
| Employer contribution / active EE | $9,045 | $5,245+72.4% | $4,815+87.8% | $4,741+90.8% |
| Participant deferral / active EE | $10,020 | $7,801+28.5% | $7,448+34.5% | $6,401+56.5% |
| Admin fee / account holder | $4,617 | $11,568-60.1% | $10,007-53.9% | $11,429-59.6% |