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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 | $97,148 | $190,862-49.1% | $159,991-39.3% | $134,509-27.8% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -25.80% | 552.59%-578.4pp | 408.82%-434.6pp | 418.13%-443.9pp |
| Employer contribution / active EE | $2,857 | $4,995-42.8% | $4,225-32.4% | $4,741-39.7% |
| Participant deferral / active EE | $12,835 | $6,924+85.4% | $6,183+107.6% | $6,400+100.5% |
| Admin fee / account holder | $8,795 | $10,495-16.2% | $8,715+0.9% | $11,427-23.0% |