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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 | $73,667 | $138,114-46.7% | $125,391-41.3% | $134,545-45.2% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-14.0pp | 81.2%-12.8pp |
| Annual return | -21.71% | 750.88%-772.6pp | 572.41%-594.1pp | 418.37%-440.1pp |
| Employer contribution / active EE | $1,315 | $5,246-74.9% | $4,816-72.7% | $4,742-72.3% |
| Participant deferral / active EE | $6,505 | $7,801-16.6% | $7,448-12.7% | $6,401+1.6% |
| Admin fee / account holder | $6,766 | $11,570-41.5% | $10,009-32.4% | $11,431-40.8% |