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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 | $138,078-28.6% | $125,363-21.4% | $134,509-26.7% |
| Participation rate | 69.6% | 84.5%-14.9pp | 82.4%-12.8pp | 81.2%-11.7pp |
| Annual return | -22.23% | 750.49%-772.7pp | 572.15%-594.4pp | 418.13%-440.4pp |
| Employer contribution / active EE | $2,282 | $5,245-56.5% | $4,815-52.6% | $4,741-51.9% |
| Participant deferral / active EE | $3,680 | $7,800-52.8% | $7,447-50.6% | $6,400-42.5% |
| Admin fee / account holder | $74,294 | $11,566+542.4% | $10,005+642.5% | $11,427+550.2% |