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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 | $117,744 | $138,102-14.7% | $125,381-6.1% | $134,532-12.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -23.94% | 750.73%-774.7pp | 572.31%-596.2pp | 418.27%-442.2pp |
| Employer contribution / active EE | $1,077 | $5,245-79.5% | $4,815-77.6% | $4,741-77.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,099 | $11,568-90.5% | $10,007-89.0% | $11,429-90.4% |