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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 | $108,115 | $180,462-40.1% | $154,111-29.8% | $135,379-20.1% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | -10.70% | 888.17%-898.9pp | 735.18%-745.9pp | 519.79%-530.5pp |
| Employer contribution / active EE | $1,300 | $6,036-78.5% | $5,298-75.5% | $4,779-72.8% |
| Participant deferral / active EE | $6,615 | $5,806+13.9% | $5,081+30.2% | $5,609+17.9% |
| Admin fee / account holder | $730 | $16,145-95.5% | $13,411-94.6% | $10,828-93.3% |