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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 | $71,259 | $197,819-64.0% | $155,789-54.3% | $125,389-43.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -7.96% | 86.73%-94.7pp | 71.54%-79.5pp | 282.24%-290.2pp |
| Employer contribution / active EE | $13,746 | $4,850+183.4% | $3,839+258.1% | $4,866+182.5% |
| Participant deferral / active EE | $5,340 | $5,631-5.2% | $4,798+11.3% | $5,352-0.2% |
| Admin fee / account holder | $603 | $9,544-93.7% | $7,477-91.9% | $9,541-93.7% |