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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 | $119,953 | $138,078-13.1% | $125,363-4.3% | $134,509-10.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -23.70% | 750.49%-774.2pp | 572.15%-595.8pp | 418.13%-441.8pp |
| Employer contribution / active EE | $3,372 | $5,245-35.7% | $4,815-30.0% | $4,741-28.9% |
| Participant deferral / active EE | $7,179 | $7,800-8.0% | $7,447-3.6% | $6,400+12.2% |
| Admin fee / account holder | $2,653 | $11,566-77.1% | $10,005-73.5% | $11,427-76.8% |