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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 | $91,120 | $202,460-55.0% | $169,385-46.2% | $139,456-34.7% |
| Participation rate | 47.1% | 81.1%-34.0pp | 77.2%-30.1pp | 80.3%-33.3pp |
| Annual return | -32.57% | 532.07%-564.6pp | 405.82%-438.4pp | 373.45%-406.0pp |
| Employer contribution / active EE | $2,376 | $4,691-49.3% | $4,012-40.8% | $4,753-50.0% |
| Participant deferral / active EE | $3,630 | $6,938-47.7% | $6,221-41.7% | $6,711-45.9% |
| Admin fee / account holder | $876 | $10,719-91.8% | $9,011-90.3% | $11,407-92.3% |