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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 | $61,521 | $209,425-70.6% | $178,499-65.5% | $158,966-61.3% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | -38.73% | 188.80%-227.5pp | 151.10%-189.8pp | 302.95%-341.7pp |
| Employer contribution / active EE | $2,814 | $5,707-50.7% | $5,011-43.8% | $4,762-40.9% |
| Participant deferral / active EE | $11,937 | $5,955+100.5% | $5,202+129.5% | $5,983+99.5% |
| Admin fee / account holder | $4,836 | $17,078-71.7% | $13,986-65.4% | $11,250-57.0% |