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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 | $94,820 | $138,078-31.3% | $125,363-24.4% | $134,509-29.5% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -21.63% | 750.49%-772.1pp | 572.15%-593.8pp | 418.13%-439.8pp |
| Employer contribution / active EE | $2,392 | $5,245-54.4% | $4,815-50.3% | $4,741-49.5% |
| Participant deferral / active EE | $3,237 | $7,800-58.5% | $7,447-56.5% | $6,400-49.4% |
| Admin fee / account holder | $3,664 | $11,566-68.3% | $10,005-63.4% | $11,427-67.9% |