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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 | $131,523 | $180,462-27.1% | $154,111-14.7% | $135,379-2.8% |
| Participation rate | 16.7% | 87.4%-70.8pp | 83.0%-66.4pp | 82.6%-66.0pp |
| Annual return | -9.29% | 888.17%-897.5pp | 735.18%-744.5pp | 519.79%-529.1pp |
| Employer contribution / active EE | $2,626 | $6,036-56.5% | $5,298-50.4% | $4,779-45.0% |
| Participant deferral / active EE | $2,188 | $5,806-62.3% | $5,081-56.9% | $5,609-61.0% |
| Admin fee / account holder | $2,213 | $16,145-86.3% | $13,411-83.5% | $10,828-79.6% |