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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 | $102,206 | $138,102-26.0% | $125,381-18.5% | $134,532-24.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -23.10% | 750.73%-773.8pp | 572.31%-595.4pp | 418.27%-441.4pp |
| Employer contribution / active EE | $2,627 | $5,245-49.9% | $4,815-45.5% | $4,741-44.6% |
| Participant deferral / active EE | $13,900 | $7,801+78.2% | $7,448+86.6% | $6,401+117.2% |
| Admin fee / account holder | $1,400 | $11,568-87.9% | $10,007-86.0% | $11,429-87.7% |