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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 | $129,480 | $209,425-38.2% | $178,499-27.5% | $158,966-18.5% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | -6.48% | 188.80%-195.3pp | 151.10%-157.6pp | 302.95%-309.4pp |
| Employer contribution / active EE | $2,350 | $5,707-58.8% | $5,011-53.1% | $4,762-50.7% |
| Participant deferral / active EE | $9,504 | $5,955+59.6% | $5,202+82.7% | $5,983+58.9% |
| Admin fee / account holder | $23,184 | $17,078+35.7% | $13,986+65.8% | $11,250+106.1% |