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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 | $121,061 | $109,372+10.7% | $89,414+35.4% | $158,966-23.8% |
| Participation rate | 15.4% | 74.3%-58.9pp | 68.0%-52.6pp | 82.0%-66.6pp |
| Annual return | -2.14% | 345.55%-347.7pp | 245.50%-247.6pp | 302.95%-305.1pp |
| Employer contribution / active EE | $1,653 | $3,171-47.9% | $2,586-36.1% | $4,762-65.3% |
| Participant deferral / active EE | $3,046 | $4,598-33.8% | $3,890-21.7% | $5,983-49.1% |
| Admin fee / account holder | $187,868 | $6,156+2951.6% | $4,883+3747.3% | $11,250+1569.9% |