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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 | $159,114 | $93,117+70.9% | $77,096+106.4% | $134,532+18.3% |
| Participation rate | 57.1% | 74.5%-17.4pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -30.15% | 62.67%-92.8pp | 42.35%-72.5pp | 418.27%-448.4pp |
| Employer contribution / active EE | $1,108 | $3,420-67.6% | $2,814-60.6% | $4,741-76.6% |
| Participant deferral / active EE | $1,817 | $5,241-65.3% | $4,429-59.0% | $6,401-71.6% |
| Admin fee / account holder | $9,481 | $6,948+36.5% | $5,428+74.6% | $11,429-17.0% |