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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 | $133,488 | $138,075-3.3% | $123,552+8.0% | $135,379-1.4% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -10.82% | 153.70%-164.5pp | 119.20%-130.0pp | 519.79%-530.6pp |
| Employer contribution / active EE | $1,584 | $5,152-69.3% | $4,628-65.8% | $4,779-66.9% |
| Participant deferral / active EE | $8,533 | $6,800+25.5% | $6,426+32.8% | $5,609+52.1% |
| Admin fee / account holder | $3,229 | $10,917-70.4% | $9,285-65.2% | $10,828-70.2% |