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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 | $115,825 | $168,636-31.3% | $147,617-21.5% | $125,393-7.6% |
| Participation rate | 40.0% | 88.8%-48.8pp | 84.6%-44.6pp | 83.2%-43.2pp |
| Annual return | -4.67% | 77.65%-82.3pp | 61.98%-66.6pp | 282.23%-286.9pp |
| Employer contribution / active EE | $2,880 | $6,252-53.9% | $5,565-48.3% | $4,866-40.8% |
| Participant deferral / active EE | $7,076 | $5,507+28.5% | $4,895+44.5% | $5,351+32.2% |
| Admin fee / account holder | $36,891 | $13,580+171.6% | $11,611+217.7% | $9,541+286.7% |