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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 | $107,975 | $135,645-20.4% | $110,243-2.1% | $135,379-20.2% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.8%-22.7pp | 82.6%-25.5pp |
| Annual return | -13.27% | 513.24%-526.5pp | 314.76%-328.0pp | 519.79%-533.1pp |
| Employer contribution / active EE | $2,058 | $4,907-58.0% | $3,827-46.2% | $4,779-56.9% |
| Participant deferral / active EE | $8,098 | $5,507+47.0% | $4,672+73.3% | $5,609+44.4% |
| Admin fee / account holder | $1,586 | $11,458-86.2% | $8,548-81.4% | $10,828-85.4% |