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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 | $65,525 | $138,078-52.5% | $125,363-47.7% | $134,509-51.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -28.33% | 750.49%-778.8pp | 572.15%-600.5pp | 418.13%-446.5pp |
| Employer contribution / active EE | $13,295 | $5,245+153.5% | $4,815+176.1% | $4,741+180.5% |
| Participant deferral / active EE | $7,499 | $7,800-3.9% | $7,447+0.7% | $6,400+17.2% |
| Admin fee / account holder | $1,140 | $11,566-90.1% | $10,005-88.6% | $11,427-90.0% |