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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 | $79,433 | $138,102-42.5% | $125,381-36.6% | $134,532-41.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -26.06% | 750.73%-776.8pp | 572.31%-598.4pp | 418.27%-444.3pp |
| Employer contribution / active EE | $1,323 | $5,245-74.8% | $4,815-72.5% | $4,741-72.1% |
| Participant deferral / active EE | $7,230 | $7,801-7.3% | $7,448-2.9% | $6,401+13.0% |
| Admin fee / account holder | $2,481 | $11,568-78.6% | $10,007-75.2% | $11,429-78.3% |