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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 | $96,419 | $190,879-49.5% | $160,009-39.7% | $134,532-28.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -21.74% | 552.63%-574.4pp | 408.85%-430.6pp | 418.27%-440.0pp |
| Employer contribution / active EE | $7,425 | $4,995+48.6% | $4,225+75.7% | $4,741+56.6% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $757 | $10,495-92.8% | $8,715-91.3% | $11,429-93.4% |