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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 | $119,571 | $160,059-25.3% | $140,019-14.6% | $135,379-11.7% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | -12.56% | 911.44%-924.0pp | 651.15%-663.7pp | 519.79%-532.4pp |
| Employer contribution / active EE | $4,026 | $6,420-37.3% | $5,605-28.2% | $4,779-15.8% |
| Participant deferral / active EE | $8,975 | $7,641+17.5% | $6,927+29.6% | $5,609+60.0% |
| Admin fee / account holder | $1,660 | $13,328-87.5% | $10,705-84.5% | $10,828-84.7% |