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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 | $101,831 | $127,298-20.0% | $109,916-7.4% | $167,553-39.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | -61.62% | 22.97%-84.6pp | 29.46%-91.1pp | 478.89%-540.5pp |
| Employer contribution / active EE | $1,565 | $3,325-52.9% | $2,844-45.0% | $4,840-67.7% |
| Participant deferral / active EE | $4,981 | $4,513+10.4% | $4,047+23.1% | $6,343-21.5% |
| Admin fee / account holder | $22,557 | $7,119+216.9% | $6,069+271.7% | $12,316+83.2% |