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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 | $150,392 | $138,114+8.9% | $125,391+19.9% | $134,545+11.8% |
| Participation rate | 55.0% | 84.5%-29.5pp | 82.4%-27.4pp | 81.2%-26.2pp |
| Annual return | -27.12% | 750.88%-778.0pp | 572.41%-599.5pp | 418.37%-445.5pp |
| Employer contribution / active EE | $1,481 | $5,246-71.8% | $4,816-69.2% | $4,742-68.8% |
| Participant deferral / active EE | $4,541 | $7,801-41.8% | $7,448-39.0% | $6,401-29.1% |
| Admin fee / account holder | $727 | $11,570-93.7% | $10,009-92.7% | $11,431-93.6% |