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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 | $123,287 | $183,516-32.8% | $155,534-20.7% | $145,884-15.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | -0.91% | 61.43%-62.3pp | 64.92%-65.8pp | 551.85%-552.8pp |
| Employer contribution / active EE | $1,533 | $5,315-71.2% | $4,675-67.2% | $4,662-67.1% |
| Participant deferral / active EE | $3,545 | $6,467-45.2% | $5,630-37.0% | $6,690-47.0% |
| Admin fee / account holder | $772 | $19,293-96.0% | $15,900-95.1% | $13,392-94.2% |