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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 | $79,188 | $138,114-42.7% | $125,391-36.8% | $134,545-41.1% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -23.55% | 750.88%-774.4pp | 572.41%-596.0pp | 418.37%-441.9pp |
| Employer contribution / active EE | $1,449 | $5,246-72.4% | $4,816-69.9% | $4,742-69.4% |
| Participant deferral / active EE | $3,900 | $7,801-50.0% | $7,448-47.6% | $6,401-39.1% |
| Admin fee / account holder | $1,273 | $11,570-89.0% | $10,009-87.3% | $11,431-88.9% |