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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 | $117,012 | $106,551+9.8% | $91,225+28.3% | $134,532-13.0% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -23.33% | 160.78%-184.1pp | 114.12%-137.4pp | 418.27%-441.6pp |
| Employer contribution / active EE | $1,476 | $3,331-55.7% | $2,851-48.2% | $4,741-68.9% |
| Participant deferral / active EE | $3,946 | $4,718-16.4% | $4,233-6.8% | $6,401-38.4% |
| Admin fee / account holder | $840 | $6,234-86.5% | $5,422-84.5% | $11,429-92.7% |