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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 | $87,271 | $138,114-36.8% | $125,391-30.4% | $134,545-35.1% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -26.21% | 750.88%-777.1pp | 572.41%-598.6pp | 418.37%-444.6pp |
| Employer contribution / active EE | $1,169 | $5,246-77.7% | $4,816-75.7% | $4,742-75.4% |
| Participant deferral / active EE | $7,630 | $7,801-2.2% | $7,448+2.4% | $6,401+19.2% |
| Admin fee / account holder | $15,614 | $11,570+34.9% | $10,009+56.0% | $11,431+36.6% |