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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 | $138,515 | $197,637-29.9% | $177,848-22.1% | $158,982-12.9% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | -21.11% | 58.77%-79.9pp | 48.33%-69.4pp | 302.99%-324.1pp |
| Employer contribution / active EE | $5,545 | $6,698-17.2% | $5,919-6.3% | $4,763+16.4% |
| Participant deferral / active EE | $7,719 | $8,405-8.2% | $7,714+0.1% | $5,983+29.0% |
| Admin fee / account holder | $17,730 | $15,406+15.1% | $12,431+42.6% | $11,252+57.6% |