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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 | $113,693 | $138,102-17.7% | $125,381-9.3% | $134,532-15.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -21.93% | 750.73%-772.7pp | 572.31%-594.2pp | 418.27%-440.2pp |
| Employer contribution / active EE | $1,313 | $5,245-75.0% | $4,815-72.7% | $4,741-72.3% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $1,107 | $11,568-90.4% | $10,007-88.9% | $11,429-90.3% |