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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 | $125,312 | $138,102-9.3% | $125,381-0.1% | $134,532-6.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.61% | 750.73%-773.3pp | 572.31%-594.9pp | 418.27%-440.9pp |
| Employer contribution / active EE | $2,467 | $5,245-53.0% | $4,815-48.8% | $4,741-48.0% |
| Participant deferral / active EE | $5,200 | $7,801-33.3% | $7,448-30.2% | $6,401-18.8% |
| Admin fee / account holder | $2,237 | $11,568-80.7% | $10,007-77.6% | $11,429-80.4% |