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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 | $113,705 | $165,361-31.2% | $149,715-24.1% | $158,950-28.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | -1.68% | 348.24%-349.9pp | 276.66%-278.3pp | 302.91%-304.6pp |
| Employer contribution / active EE | $1,108 | $5,103-78.3% | $4,645-76.1% | $4,762-76.7% |
| Participant deferral / active EE | $9,571 | $7,182+33.3% | $6,842+39.9% | $5,983+60.0% |
| Admin fee / account holder | $82,847 | $10,808+666.5% | $9,310+789.9% | $11,248+636.5% |