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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 | $116,888 | $138,114-15.4% | $125,391-6.8% | $134,545-13.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -24.01% | 750.88%-774.9pp | 572.41%-596.4pp | 418.37%-442.4pp |
| Employer contribution / active EE | $1,012 | $5,246-80.7% | $4,816-79.0% | $4,742-78.7% |
| Participant deferral / active EE | $6,898 | $7,801-11.6% | $7,448-7.4% | $6,401+7.8% |
| Admin fee / account holder | $5,566 | $11,570-51.9% | $10,009-44.4% | $11,431-51.3% |