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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 | $114,010 | $138,114-17.5% | $125,391-9.1% | $134,545-15.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -22.47% | 750.88%-773.4pp | 572.41%-594.9pp | 418.37%-440.8pp |
| Employer contribution / active EE | $1,912 | $5,246-63.6% | $4,816-60.3% | $4,742-59.7% |
| Participant deferral / active EE | $7,387 | $7,801-5.3% | $7,448-0.8% | $6,401+15.4% |
| Admin fee / account holder | $2,357 | $11,570-79.6% | $10,009-76.5% | $11,431-79.4% |