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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 | $86,741 | $190,879-54.6% | $160,009-45.8% | $134,532-35.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -20.65% | 552.63%-573.3pp | 408.85%-429.5pp | 418.27%-438.9pp |
| Employer contribution / active EE | $2,284 | $4,995-54.3% | $4,225-45.9% | $4,741-51.8% |
| Participant deferral / active EE | $7,605 | $6,924+9.8% | $6,183+23.0% | $6,401+18.8% |
| Admin fee / account holder | $632 | $10,495-94.0% | $8,715-92.7% | $11,429-94.5% |