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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 | $98,539 | $138,102-28.6% | $125,381-21.4% | $134,532-26.8% |
| Participation rate | 69.6% | 84.5%-14.9pp | 82.4%-12.8pp | 81.2%-11.7pp |
| Annual return | -22.23% | 750.73%-773.0pp | 572.31%-594.5pp | 418.27%-440.5pp |
| Employer contribution / active EE | $2,282 | $5,245-56.5% | $4,815-52.6% | $4,741-51.9% |
| Participant deferral / active EE | $3,680 | $7,801-52.8% | $7,448-50.6% | $6,401-42.5% |
| Admin fee / account holder | $74,294 | $11,568+542.2% | $10,007+642.4% | $11,429+550.1% |