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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 | $190,621 | $197,819-3.6% | $155,789+22.4% | $125,389+52.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -4.31% | 86.73%-91.0pp | 71.54%-75.9pp | 282.24%-286.6pp |
| Employer contribution / active EE | $3,150 | $4,850-35.1% | $3,839-17.9% | $4,866-35.3% |
| Participant deferral / active EE | $9,744 | $5,631+73.0% | $4,798+103.1% | $5,352+82.1% |
| Admin fee / account holder | $186,794 | $9,544+1857.2% | $7,477+2398.2% | $9,541+1857.8% |