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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 | $97,715 | $209,425-53.3% | $178,499-45.3% | $158,966-38.5% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | -8.88% | 188.80%-197.7pp | 151.10%-160.0pp | 302.95%-311.8pp |
| Employer contribution / active EE | $2,596 | $5,707-54.5% | $5,011-48.2% | $4,762-45.5% |
| Participant deferral / active EE | $6,234 | $5,955+4.7% | $5,202+19.8% | $5,983+4.2% |
| Admin fee / account holder | $1,575 | $17,078-90.8% | $13,986-88.7% | $11,250-86.0% |