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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 | $135,860 | $138,078-1.6% | $125,363+8.4% | $134,509+1.0% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -22.67% | 750.49%-773.2pp | 572.15%-594.8pp | 418.13%-440.8pp |
| Employer contribution / active EE | $2,730 | $5,245-47.9% | $4,815-43.3% | $4,741-42.4% |
| Participant deferral / active EE | $7,232 | $7,800-7.3% | $7,447-2.9% | $6,400+13.0% |
| Admin fee / account holder | $1,028 | $11,566-91.1% | $10,005-89.7% | $11,427-91.0% |