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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 | $83,186 | $138,102-39.8% | $125,381-33.7% | $134,532-38.2% |
| Participation rate | 60.9% | 84.5%-23.6pp | 82.4%-21.5pp | 81.2%-20.4pp |
| Annual return | -21.65% | 750.73%-772.4pp | 572.31%-594.0pp | 418.27%-439.9pp |
| Employer contribution / active EE | $1,595 | $5,245-69.6% | $4,815-66.9% | $4,741-66.4% |
| Participant deferral / active EE | $3,205 | $7,801-58.9% | $7,448-57.0% | $6,401-49.9% |
| Admin fee / account holder | $474 | $11,568-95.9% | $10,007-95.3% | $11,429-95.9% |