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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 | $75,194 | $209,425-64.1% | $178,499-57.9% | $158,966-52.7% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | -1.98% | 188.80%-190.8pp | 151.10%-153.1pp | 302.95%-304.9pp |
| Employer contribution / active EE | $6,333 | $5,707+11.0% | $5,011+26.4% | $4,762+33.0% |
| Participant deferral / active EE | $8,667 | $5,955+45.5% | $5,202+66.6% | $5,983+44.9% |
| Admin fee / account holder | $731 | $17,078-95.7% | $13,986-94.8% | $11,250-93.5% |