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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 | $118,702 | $160,059-25.8% | $140,019-15.2% | $135,380-12.3% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.5%-18.3pp | 82.6%-13.4pp |
| Annual return | -9.60% | 911.48%-921.1pp | 651.17%-660.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $1,613 | $6,420-74.9% | $5,605-71.2% | $4,779-66.2% |
| Participant deferral / active EE | $3,240 | $7,641-57.6% | $6,927-53.2% | $5,609-42.2% |
| Admin fee / account holder | $910 | $13,328-93.2% | $10,705-91.5% | $10,828-91.6% |