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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 | $78,846 | $138,114-42.9% | $125,391-37.1% | $134,545-41.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.74% | 750.88%-772.6pp | 572.41%-594.1pp | 418.37%-440.1pp |
| Employer contribution / active EE | $6,233 | $5,246+18.8% | $4,816+29.4% | $4,742+31.5% |
| Participant deferral / active EE | $7,444 | $7,801-4.6% | $7,448-0.1% | $6,401+16.3% |
| Admin fee / account holder | $12,698 | $11,570+9.7% | $10,009+26.9% | $11,431+11.1% |