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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 | $89,663 | $138,102-35.1% | $125,381-28.5% | $134,532-33.4% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -30.15% | 750.73%-780.9pp | 572.31%-602.5pp | 418.27%-448.4pp |
| Employer contribution / active EE | $3,883 | $5,245-26.0% | $4,815-19.4% | $4,741-18.1% |
| Participant deferral / active EE | $12,513 | $7,801+60.4% | $7,448+68.0% | $6,401+95.5% |
| Admin fee / account holder | $7,843 | $11,568-32.2% | $10,007-21.6% | $11,429-31.4% |