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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 | $129,388 | $160,059-19.2% | $140,019-7.6% | $135,380-4.4% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.5%-31.9pp | 82.6%-27.1pp |
| Annual return | -13.79% | 911.48%-925.3pp | 651.17%-665.0pp | 519.81%-533.6pp |
| Employer contribution / active EE | $2,364 | $6,420-63.2% | $5,605-57.8% | $4,779-50.5% |
| Participant deferral / active EE | $6,934 | $7,641-9.2% | $6,927+0.1% | $5,609+23.6% |
| Admin fee / account holder | $3,211 | $13,328-75.9% | $10,705-70.0% | $10,828-70.3% |