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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% | $155,574-36.0% | $145,877-31.8% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | -0.89% | 61.37%-62.3pp | 64.87%-65.8pp | 551.28%-552.2pp |
| Employer contribution / active EE | $3,945 | $5,317-25.8% | $4,676-15.6% | $4,663-15.4% |
| Participant deferral / active EE | $6,042 | $6,466-6.6% | $5,629+7.3% | $6,691-9.7% |
| Admin fee / account holder | $5,420 | $19,316-71.9% | $15,914-65.9% | $13,402-59.6% |