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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 | $138,068-46.6% | $125,358-41.2% | $134,493-45.2% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-14.0pp | 81.2%-12.8pp |
| Annual return | -21.71% | 750.30%-772.0pp | 572.03%-593.7pp | 418.01%-439.7pp |
| Employer contribution / active EE | $1,315 | $5,244-74.9% | $4,814-72.7% | $4,740-72.3% |
| Participant deferral / active EE | $6,505 | $7,799-16.6% | $7,447-12.6% | $6,400+1.6% |
| Admin fee / account holder | $6,766 | $11,568-41.5% | $10,007-32.4% | $11,425-40.8% |