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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 | $91,293 | $72,071+26.7% | $68,368+33.5% | $137,256-33.5% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | -1.30% | 353.14%-354.4pp | 292.57%-293.9pp | 220.34%-221.6pp |
| Employer contribution / active EE | $1,504 | $2,788-46.0% | $2,649-43.2% | $4,156-63.8% |
| Participant deferral / active EE | $9,453 | $4,410+114.4% | $4,123+129.3% | $6,407+47.5% |
| Admin fee / account holder | $240,363 | $5,336+4404.9% | $5,150+4567.4% | $12,270+1858.9% |