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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 | $109,711 | $165,399-33.7% | $149,745-26.7% | $158,982-31.0% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | -11.80% | 348.34%-360.1pp | 276.72%-288.5pp | 302.99%-314.8pp |
| Employer contribution / active EE | $3,055 | $5,105-40.2% | $4,646-34.2% | $4,763-35.9% |
| Participant deferral / active EE | $9,774 | $7,183+36.1% | $6,843+42.8% | $5,983+63.3% |
| Admin fee / account holder | $96,207 | $10,811+789.9% | $9,312+933.2% | $11,252+755.1% |