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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 | $76,407 | $138,102-44.7% | $125,381-39.1% | $134,532-43.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -22.60% | 750.73%-773.3pp | 572.31%-594.9pp | 418.27%-440.9pp |
| Employer contribution / active EE | $3,100 | $5,245-40.9% | $4,815-35.6% | $4,741-34.6% |
| Participant deferral / active EE | $12,950 | $7,801+66.0% | $7,448+73.9% | $6,401+102.3% |
| Admin fee / account holder | $30,084 | $11,568+160.1% | $10,007+200.6% | $11,429+163.2% |