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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 | $61,423 | $138,102-55.5% | $125,381-51.0% | $134,532-54.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.81% | 750.73%-772.5pp | 572.31%-594.1pp | 418.27%-440.1pp |
| Employer contribution / active EE | $6,222 | $5,245+18.6% | $4,815+29.2% | $4,741+31.2% |
| Participant deferral / active EE | $8,852 | $7,801+13.5% | $7,448+18.9% | $6,401+38.3% |
| Admin fee / account holder | $15,348 | $11,568+32.7% | $10,007+53.4% | $11,429+34.3% |