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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 | $125,256 | $150,447-16.7% | $136,298-8.1% | $147,586-15.1% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | -1.47% | 1049.15%-1050.6pp | 5156.27%-5157.7pp | 578.59%-580.1pp |
| Employer contribution / active EE | $1,547 | $5,256-70.6% | $4,696-67.1% | $4,876-68.3% |
| Participant deferral / active EE | $8,303 | $6,631+25.2% | $6,247+32.9% | $5,439+52.7% |
| Admin fee / account holder | $8,936 | $10,906-18.1% | $9,244-3.3% | $10,886-17.9% |