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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 | $197,383 | $197,819-0.2% | $155,789+26.7% | $125,389+57.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -7.45% | 86.73%-94.2pp | 71.54%-79.0pp | 282.24%-289.7pp |
| Employer contribution / active EE | $10,500 | $4,850+116.5% | $3,839+173.5% | $4,866+115.8% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,894 | $9,544-80.2% | $7,477-74.7% | $9,541-80.1% |