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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 | $88,010 | $160,040-45.0% | $147,096-40.2% | $145,877-39.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | -17.59% | 98.49%-116.1pp | 419.75%-437.3pp | 551.28%-568.9pp |
| Employer contribution / active EE | $7,333 | $5,289+38.6% | $4,936+48.6% | $4,663+57.3% |
| Participant deferral / active EE | $7,333 | $8,429-13.0% | $8,071-9.1% | $6,691+9.6% |
| Admin fee / account holder | $5,968 | $15,050-60.3% | $13,005-54.1% | $13,402-55.5% |