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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 | $88,412 | $138,078-36.0% | $125,363-29.5% | $134,509-34.3% |
| Participation rate | 61.5% | 84.5%-23.0pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -21.02% | 750.49%-771.5pp | 572.15%-593.2pp | 418.13%-439.2pp |
| Employer contribution / active EE | $2,085 | $5,245-60.2% | $4,815-56.7% | $4,741-56.0% |
| Participant deferral / active EE | $5,879 | $7,800-24.6% | $7,447-21.1% | $6,400-8.2% |
| Admin fee / account holder | $2,723 | $11,566-76.5% | $10,005-72.8% | $11,427-76.2% |