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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 | $149,295 | $197,637-24.5% | $177,848-16.1% | $158,982-6.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | -52.23% | 58.77%-111.0pp | 48.33%-100.6pp | 302.99%-355.2pp |
| Employer contribution / active EE | $3,233 | $6,698-51.7% | $5,919-45.4% | $4,763-32.1% |
| Participant deferral / active EE | $9,000 | $8,405+7.1% | $7,714+16.7% | $5,983+50.4% |
| Admin fee / account holder | $309 | $15,406-98.0% | $12,431-97.5% | $11,252-97.3% |