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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 | $99,559 | $183,592-45.8% | $155,567-36.0% | $145,959-31.8% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | -0.89% | 61.24%-62.1pp | 64.74%-65.6pp | 561.95%-562.8pp |
| Employer contribution / active EE | $3,945 | $5,315-25.8% | $4,674-15.6% | $4,661-15.4% |
| Participant deferral / active EE | $6,042 | $6,464-6.5% | $5,628+7.4% | $6,689-9.7% |
| Admin fee / account holder | $5,420 | $19,318-71.9% | $15,916-65.9% | $13,398-59.5% |