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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 | $112,336 | $138,102-18.7% | $125,381-10.4% | $134,532-16.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.70% | 750.73%-771.4pp | 572.31%-593.0pp | 418.27%-439.0pp |
| Employer contribution / active EE | $2,573 | $5,245-51.0% | $4,815-46.6% | $4,741-45.7% |
| Participant deferral / active EE | $8,575 | $7,801+9.9% | $7,448+15.1% | $6,401+34.0% |
| Admin fee / account holder | $9,073 | $11,568-21.6% | $10,007-9.3% | $11,429-20.6% |