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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 | $103,553 | $138,102-25.0% | $125,381-17.4% | $134,532-23.0% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -22.04% | 750.73%-772.8pp | 572.31%-594.3pp | 418.27%-440.3pp |
| Employer contribution / active EE | $2,339 | $5,245-55.4% | $4,815-51.4% | $4,741-50.7% |
| Participant deferral / active EE | $8,529 | $7,801+9.3% | $7,448+14.5% | $6,401+33.3% |
| Admin fee / account holder | $14,629 | $11,568+26.5% | $10,007+46.2% | $11,429+28.0% |