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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 | $87,988 | $180,466-51.2% | $154,114-42.9% | $135,382-35.0% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -10.46% | 888.15%-898.6pp | 735.16%-745.6pp | 519.77%-530.2pp |
| Employer contribution / active EE | $6,080 | $6,035+0.7% | $5,298+14.8% | $4,779+27.2% |
| Participant deferral / active EE | $4,895 | $5,806-15.7% | $5,081-3.7% | $5,609-12.7% |
| Admin fee / account holder | $917 | $16,144-94.3% | $13,411-93.2% | $10,829-91.5% |