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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 | $72,156 | $138,114-47.8% | $125,391-42.5% | $134,545-46.4% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -22.26% | 750.88%-773.1pp | 572.41%-594.7pp | 418.37%-440.6pp |
| Employer contribution / active EE | $2,945 | $5,246-43.9% | $4,816-38.8% | $4,742-37.9% |
| Participant deferral / active EE | $10,305 | $7,801+32.1% | $7,448+38.4% | $6,401+61.0% |
| Admin fee / account holder | $12,021 | $11,570+3.9% | $10,009+20.1% | $11,431+5.2% |