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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 | $37,037 | $209,428-82.3% | $178,498-79.3% | $158,950-76.7% |
| Participation rate | 20.0% | 86.4%-66.4pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | -0.82% | 188.78%-189.6pp | 151.09%-151.9pp | 302.91%-303.7pp |
| Employer contribution / active EE | $9,134 | $5,707+60.0% | $5,011+82.3% | $4,762+91.8% |
| Participant deferral / active EE | $6,729 | $5,955+13.0% | $5,202+29.4% | $5,983+12.5% |
| Admin fee / account holder | $2,892 | $17,077-83.1% | $13,985-79.3% | $11,248-74.3% |