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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 | $124,550 | $112,933+10.3% | $90,970+36.9% | $158,982-21.7% |
| Participation rate | 35.7% | 74.7%-39.0pp | 69.0%-33.3pp | 82.0%-46.3pp |
| Annual return | -7.22% | 215.82%-223.0pp | 134.60%-141.8pp | 302.99%-310.2pp |
| Employer contribution / active EE | $1,231 | $2,893-57.4% | $2,122-42.0% | $4,763-74.1% |
| Participant deferral / active EE | $1,973 | $4,128-52.2% | $3,373-41.5% | $5,983-67.0% |
| Admin fee / account holder | $1,980 | $8,047-75.4% | $5,961-66.8% | $11,252-82.4% |