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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 | $124,318 | $159,978-22.3% | $147,041-15.5% | $145,978-14.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | -17.63% | 98.36%-116.0pp | 419.21%-436.8pp | 550.52%-568.2pp |
| Employer contribution / active EE | $10,759 | $5,288+103.5% | $4,935+118.0% | $4,662+130.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,145 | $15,053-85.8% | $13,006-83.5% | $13,400-84.0% |