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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 | $144,086 | $171,492-16.0% | $150,734-4.4% | $198,609-27.5% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | -10.97% | 804.70%-815.7pp | 600.81%-611.8pp | 202.70%-213.7pp |
| Employer contribution / active EE | $2,167 | $5,470-60.4% | $4,918-55.9% | $5,055-57.1% |
| Participant deferral / active EE | $13,644 | $6,259+118.0% | $5,610+143.2% | $6,977+95.6% |
| Admin fee / account holder | $33,839 | $17,628+92.0% | $14,905+127.0% | $19,030+77.8% |