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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 | $91,795 | $138,102-33.5% | $125,381-26.8% | $134,532-31.8% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -24.90% | 750.73%-775.6pp | 572.31%-597.2pp | 418.27%-443.2pp |
| Employer contribution / active EE | $11,085 | $5,245+111.3% | $4,815+130.2% | $4,741+133.8% |
| Participant deferral / active EE | $4,100 | $7,801-47.4% | $7,448-44.9% | $6,401-35.9% |
| Admin fee / account holder | $1,322 | $11,568-88.6% | $10,007-86.8% | $11,429-88.4% |