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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 | $45,356 | $138,114-67.2% | $125,391-63.8% | $134,545-66.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -30.08% | 750.88%-781.0pp | 572.41%-602.5pp | 418.37%-448.4pp |
| Employer contribution / active EE | $7,729 | $5,246+47.3% | $4,816+60.5% | $4,742+63.0% |
| Participant deferral / active EE | $13,814 | $7,801+77.1% | $7,448+85.5% | $6,401+115.8% |
| Admin fee / account holder | $11,235 | $11,570-2.9% | $10,009+12.2% | $11,431-1.7% |