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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 | $96,641 | $138,078-30.0% | $125,363-22.9% | $134,509-28.2% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -23.47% | 750.49%-774.0pp | 572.15%-595.6pp | 418.13%-441.6pp |
| Employer contribution / active EE | $3,500 | $5,245-33.3% | $4,815-27.3% | $4,741-26.2% |
| Participant deferral / active EE | $9,482 | $7,800+21.6% | $7,447+27.3% | $6,400+48.2% |
| Admin fee / account holder | $1,063 | $11,566-90.8% | $10,005-89.4% | $11,427-90.7% |