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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 | $67,451 | $138,114-51.2% | $125,391-46.2% | $134,545-49.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.98% | 750.88%-772.9pp | 572.41%-594.4pp | 418.37%-440.3pp |
| Employer contribution / active EE | $1,650 | $5,246-68.5% | $4,816-65.7% | $4,742-65.2% |
| Participant deferral / active EE | $9,921 | $7,801+27.2% | $7,448+33.2% | $6,401+55.0% |
| Admin fee / account holder | $3,374 | $11,570-70.8% | $10,009-66.3% | $11,431-70.5% |