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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 | $109,506 | $103,000+6.3% | $90,300+21.3% | $152,885-28.4% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | -5.32% | 95.19%-100.5pp | 78.11%-83.4pp | 345.39%-350.7pp |
| Employer contribution / active EE | $1,575 | $3,138-49.8% | $2,854-44.8% | $4,763-66.9% |
| Participant deferral / active EE | $1,575 | $4,281-63.2% | $3,884-59.5% | $5,851-73.1% |
| Admin fee / account holder | $17,875 | $6,173+189.5% | $5,353+233.9% | $11,598+54.1% |