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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 | $59,824 | $183,968-67.5% | $162,166-63.1% | $152,870-60.9% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.6%-32.0pp | 82.4%-26.9pp |
| Annual return | -5.89% | 150.77%-156.7pp | 115.59%-121.5pp | 345.34%-351.2pp |
| Employer contribution / active EE | $9,710 | $6,371+52.4% | $5,614+73.0% | $4,763+103.9% |
| Participant deferral / active EE | $5,617 | $8,034-30.1% | $7,298-23.0% | $5,850-4.0% |
| Admin fee / account holder | $8,241 | $13,121-37.2% | $10,842-24.0% | $11,597-28.9% |