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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 | $63,095 | $102,595-38.5% | $94,057-32.9% | $154,746-59.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | -16.88% | 583.42%-600.3pp | 480.62%-497.5pp | 172.34%-189.2pp |
| Employer contribution / active EE | $8,125 | $3,147+158.2% | $2,933+177.0% | $4,379+85.5% |
| Participant deferral / active EE | $9,063 | $5,118+77.1% | $4,709+92.4% | $6,730+34.7% |
| Admin fee / account holder | $18,646 | $7,736+141.0% | $7,244+157.4% | $14,365+29.8% |