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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 | $98,763 | $138,102-28.5% | $125,381-21.2% | $134,532-26.6% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -26.74% | 750.73%-777.5pp | 572.31%-599.0pp | 418.27%-445.0pp |
| Employer contribution / active EE | $2,318 | $5,245-55.8% | $4,815-51.9% | $4,741-51.1% |
| Participant deferral / active EE | $7,346 | $7,801-5.8% | $7,448-1.4% | $6,401+14.8% |
| Admin fee / account holder | $8,786 | $11,568-24.0% | $10,007-12.2% | $11,429-23.1% |