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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 | $115,460 | $64,324+79.5% | $118,946-2.9% | $79,858+44.6% |
| Participation rate | 24.4% | 64.9%-40.4pp | 75.4%-50.9pp | 69.6%-45.2pp |
| Annual return | -3.21% | 86.45%-89.7pp | 35.89%-39.1pp | 31.72%-34.9pp |
| Employer contribution / active EE | $1,208 | $1,836-34.2% | $3,263-63.0% | $2,471-51.1% |
| Participant deferral / active EE | $1,461 | $2,824-48.2% | $4,266-65.7% | $3,740-60.9% |
| Admin fee / account holder | $53,834 | $4,040+1232.5% | $6,581+718.0% | $5,306+914.6% |