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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 | $98,027 | $138,114-29.0% | $125,391-21.8% | $134,545-27.1% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -24.84% | 750.88%-775.7pp | 572.41%-597.3pp | 418.37%-443.2pp |
| Employer contribution / active EE | $2,566 | $5,246-51.1% | $4,816-46.7% | $4,742-45.9% |
| Participant deferral / active EE | $10,122 | $7,801+29.7% | $7,448+35.9% | $6,401+58.1% |
| Admin fee / account holder | $1,035 | $11,570-91.1% | $10,009-89.7% | $11,431-90.9% |