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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 | $70,500 | $112,112-37.1% | $95,956-26.5% | $158,950-55.6% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | -1.24% | 171.15%-172.4pp | 91.63%-92.9pp | 302.91%-304.1pp |
| Employer contribution / active EE | $7,039 | $3,199+120.1% | $2,541+177.0% | $4,762+47.8% |
| Participant deferral / active EE | $10,240 | $4,784+114.0% | $4,167+145.8% | $5,983+71.2% |
| Admin fee / account holder | $37,416 | $10,134+269.2% | $6,797+450.5% | $11,248+232.6% |