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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 | $101,709 | $227,633-55.3% | $189,597-46.4% | $167,553-39.3% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.4%-45.1pp | 82.1%-48.8pp |
| Annual return | -2.90% | 78.45%-81.4pp | 64.20%-67.1pp | 478.89%-481.8pp |
| Employer contribution / active EE | $2,715 | $5,317-48.9% | $4,412-38.5% | $4,840-43.9% |
| Participant deferral / active EE | $8,085 | $7,003+15.5% | $6,174+31.0% | $6,343+27.5% |
| Admin fee / account holder | $19,660 | $11,879+65.5% | $9,807+100.5% | $12,316+59.6% |