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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 | $95,876 | $180,466-46.9% | $154,114-37.8% | $135,382-29.2% |
| Participation rate | 57.9% | 87.4%-29.5pp | 83.0%-25.1pp | 82.6%-24.7pp |
| Annual return | -9.29% | 888.15%-897.4pp | 735.16%-744.5pp | 519.77%-529.1pp |
| Employer contribution / active EE | $1,759 | $6,035-70.9% | $5,298-66.8% | $4,779-63.2% |
| Participant deferral / active EE | $5,497 | $5,806-5.3% | $5,081+8.2% | $5,609-2.0% |
| Admin fee / account holder | $1,719 | $16,144-89.3% | $13,411-87.2% | $10,829-84.1% |