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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 | $131,864 | $103,008+28.0% | $90,304+46.0% | $152,897-13.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | -0.01% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,901 | $3,139-39.5% | $2,855-33.4% | $4,764-60.1% |
| Participant deferral / active EE | $3,868 | $4,281-9.7% | $3,885-0.4% | $5,851-33.9% |
| Admin fee / account holder | $18,060 | $6,175+192.5% | $5,354+237.3% | $11,599+55.7% |