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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 | $93,238 | $209,428-55.5% | $178,498-47.8% | $158,950-41.3% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | -5.85% | 188.78%-194.6pp | 151.09%-156.9pp | 302.91%-308.8pp |
| Employer contribution / active EE | $2,940 | $5,707-48.5% | $5,011-41.3% | $4,762-38.3% |
| Participant deferral / active EE | $5,356 | $5,955-10.1% | $5,202+3.0% | $5,983-10.5% |
| Admin fee / account holder | $42,714 | $17,077+150.1% | $13,985+205.4% | $11,248+279.7% |