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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 | $103,433 | $171,867-39.8% | $149,721-30.9% | $147,586-29.9% |
| Participation rate | 58.3% | 88.2%-29.9pp | 87.1%-28.7pp | 82.8%-24.5pp |
| Annual return | -4.45% | 2113.36%-2117.8pp | 1501.67%-1506.1pp | 578.59%-583.0pp |
| Employer contribution / active EE | $2,422 | $6,275-61.4% | $5,444-55.5% | $4,876-50.3% |
| Participant deferral / active EE | $3,895 | $7,270-46.4% | $6,568-40.7% | $5,439-28.4% |
| Admin fee / account holder | $3,325 | $13,799-75.9% | $11,282-70.5% | $10,886-69.5% |