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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 | $122,232 | $160,059-23.6% | $140,019-12.7% | $135,380-9.7% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.5%-30.4pp | 82.6%-25.5pp |
| Annual return | -9.27% | 911.48%-920.7pp | 651.17%-660.4pp | 519.81%-529.1pp |
| Employer contribution / active EE | $3,850 | $6,420-40.0% | $5,605-31.3% | $4,779-19.4% |
| Participant deferral / active EE | $5,935 | $7,641-22.3% | $6,927-14.3% | $5,609+5.8% |
| Admin fee / account holder | $10,745 | $13,328-19.4% | $10,705+0.4% | $10,828-0.8% |