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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 | $108,071 | $138,102-21.7% | $125,381-13.8% | $134,532-19.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.68% | 750.73%-772.4pp | 572.31%-594.0pp | 418.27%-439.9pp |
| Employer contribution / active EE | $4,190 | $5,245-20.1% | $4,815-13.0% | $4,741-11.6% |
| Participant deferral / active EE | $9,016 | $7,801+15.6% | $7,448+21.1% | $6,401+40.9% |
| Admin fee / account holder | $415 | $11,568-96.4% | $10,007-95.9% | $11,429-96.4% |