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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 | $122,701 | $154,754-20.7% | $124,206-1.2% | $138,895-11.7% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | -0.16% | 709.28%-709.4pp | 515.27%-515.4pp | 145.39%-145.6pp |
| Employer contribution / active EE | $6,200 | $4,446+39.4% | $3,540+75.1% | $4,194+47.8% |
| Participant deferral / active EE | $6,367 | $4,621+37.8% | $3,968+60.5% | $6,396-0.5% |
| Admin fee / account holder | $687 | $6,690-89.7% | $5,929-88.4% | $12,562-94.5% |