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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 | $74,117 | $138,078-46.3% | $125,363-40.9% | $134,509-44.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.61% | 750.49%-772.1pp | 572.15%-593.8pp | 418.13%-439.7pp |
| Employer contribution / active EE | $5,895 | $5,245+12.4% | $4,815+22.4% | $4,741+24.3% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,254 | $11,566-89.2% | $10,005-87.5% | $11,427-89.0% |