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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 | $87,308 | $190,879-54.3% | $160,009-45.4% | $134,532-35.1% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -22.03% | 552.63%-574.7pp | 408.85%-430.9pp | 418.27%-440.3pp |
| Employer contribution / active EE | $8,387 | $4,995+67.9% | $4,225+98.5% | $4,741+76.9% |
| Participant deferral / active EE | $4,817 | $6,924-30.4% | $6,183-22.1% | $6,401-24.7% |
| Admin fee / account holder | $1,074 | $10,495-89.8% | $8,715-87.7% | $11,429-90.6% |