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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 | $118,427 | $84,551+40.1% | $61,452+92.7% | $134,532-12.0% |
| Participation rate | 46.7% | 62.2%-15.5pp | 52.6%-5.9pp | 81.2%-34.6pp |
| Annual return | -33.12% | 585.39%-618.5pp | 338.96%-372.1pp | 418.27%-451.4pp |
| Employer contribution / active EE | $4,824 | $1,545+212.3% | $1,160+316.0% | $4,741+1.7% |
| Participant deferral / active EE | $8,546 | $2,818+203.2% | $2,125+302.3% | $6,401+33.5% |
| Admin fee / account holder | $2,499 | $2,587-3.4% | $2,131+17.3% | $11,429-78.1% |