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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 | $103,692 | $160,059-35.2% | $140,019-25.9% | $135,380-23.4% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.5%-42.0pp | 82.6%-37.2pp |
| Annual return | -9.21% | 911.48%-920.7pp | 651.17%-660.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $1,468 | $6,420-77.1% | $5,605-73.8% | $4,779-69.3% |
| Participant deferral / active EE | $2,916 | $7,641-61.8% | $6,927-57.9% | $5,609-48.0% |
| Admin fee / account holder | $14,391 | $13,328+8.0% | $10,705+34.4% | $10,828+32.9% |