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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 | $114,598 | $138,102-17.0% | $125,381-8.6% | $134,532-14.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -21.87% | 750.73%-772.6pp | 572.31%-594.2pp | 418.27%-440.1pp |
| Employer contribution / active EE | $3,778 | $5,245-28.0% | $4,815-21.5% | $4,741-20.3% |
| Participant deferral / active EE | $10,651 | $7,801+36.5% | $7,448+43.0% | $6,401+66.4% |
| Admin fee / account holder | $27,944 | $11,568+141.6% | $10,007+179.2% | $11,429+144.5% |