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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 | $193,186 | $95,580+102.1% | $76,872+151.3% | $139,466+38.5% |
| Participation rate | 66.7% | 74.0%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | -7.09% | 55.00%-62.1pp | 37.90%-45.0pp | 373.66%-380.7pp |
| Employer contribution / active EE | $3,057 | $3,145-2.8% | $2,533+20.7% | $4,754-35.7% |
| Participant deferral / active EE | $7,841 | $4,623+69.6% | $3,832+104.6% | $6,712+16.8% |
| Admin fee / account holder | $8,344 | $8,302+0.5% | $5,476+52.4% | $11,409-26.9% |