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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 | $100,444 | $138,076-27.3% | $123,553-18.7% | $135,380-25.8% |
| Participation rate | 57.9% | 84.7%-26.8pp | 82.3%-24.4pp | 82.6%-24.7pp |
| Annual return | -52.45% | 153.70%-206.2pp | 119.21%-171.7pp | 519.81%-572.3pp |
| Employer contribution / active EE | $2,886 | $5,152-44.0% | $4,628-37.6% | $4,779-39.6% |
| Participant deferral / active EE | $10,011 | $6,800+47.2% | $6,426+55.8% | $5,609+78.5% |
| Admin fee / account holder | $611 | $10,917-94.4% | $9,284-93.4% | $10,828-94.4% |