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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 | $88,464 | $138,078-35.9% | $125,363-29.4% | $134,509-34.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -23.06% | 750.49%-773.6pp | 572.15%-595.2pp | 418.13%-441.2pp |
| Employer contribution / active EE | $2,940 | $5,245-43.9% | $4,815-38.9% | $4,741-38.0% |
| Participant deferral / active EE | $6,000 | $7,800-23.1% | $7,447-19.4% | $6,400-6.3% |
| Admin fee / account holder | $1,179 | $11,566-89.8% | $10,005-88.2% | $11,427-89.7% |