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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 | $120,939 | $197,819-38.9% | $155,789-22.4% | $125,389-3.5% |
| Participation rate | 40.0% | 82.1%-42.1pp | 76.1%-36.1pp | 83.2%-43.2pp |
| Annual return | -3.94% | 86.73%-90.7pp | 71.54%-75.5pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,381 | $4,850-71.5% | $3,839-64.0% | $4,866-71.6% |
| Participant deferral / active EE | $4,941 | $5,631-12.3% | $4,798+3.0% | $5,352-7.7% |
| Admin fee / account holder | $29,402 | $9,544+208.1% | $7,477+293.2% | $9,541+208.2% |