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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 | $94,615 | $118,695-20.3% | $98,916-4.3% | $158,950-40.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | -14.67% | 372.39%-387.1pp | 196.45%-211.1pp | 302.91%-317.6pp |
| Employer contribution / active EE | $784 | $3,333-76.5% | $2,689-70.8% | $4,762-83.5% |
| Participant deferral / active EE | $1,476 | $5,088-71.0% | $4,245-65.2% | $5,983-75.3% |
| Admin fee / account holder | $12,811 | $10,132+26.4% | $6,642+92.9% | $11,248+13.9% |