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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 | $104,442 | $172,111-39.3% | $150,298-30.5% | $137,256-23.9% |
| Participation rate | 47.8% | 81.7%-33.9pp | 77.8%-29.9pp | 80.0%-32.1pp |
| Annual return | -29.39% | 69.37%-98.8pp | 62.79%-92.2pp | 220.34%-249.7pp |
| Employer contribution / active EE | $2,629 | $4,636-43.3% | $4,154-36.7% | $4,156-36.8% |
| Participant deferral / active EE | $6,731 | $6,166+9.2% | $5,453+23.4% | $6,407+5.1% |
| Admin fee / account holder | $57,633 | $16,471+249.9% | $14,116+308.3% | $12,270+369.7% |