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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 | $107,828 | $115,810-6.9% | $101,271+6.5% | $158,966-32.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | -1.36% | 56.15%-57.5pp | 46.48%-47.8pp | 302.95%-304.3pp |
| Employer contribution / active EE | $1,509 | $4,175-63.9% | $3,660-58.8% | $4,762-68.3% |
| Participant deferral / active EE | $4,602 | $4,958-7.2% | $4,371+5.3% | $5,983-23.1% |
| Admin fee / account holder | $31,661 | $7,248+336.8% | $5,948+432.3% | $11,250+181.4% |