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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 | $139,669 | $160,059-12.7% | $140,019-0.2% | $135,382+3.2% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | -10.10% | 911.44%-921.5pp | 651.15%-661.2pp | 519.77%-529.9pp |
| Employer contribution / active EE | $2,250 | $6,420-65.0% | $5,605-59.9% | $4,779-52.9% |
| Participant deferral / active EE | $5,814 | $7,641-23.9% | $6,927-16.1% | $5,609+3.7% |
| Admin fee / account holder | $2,404 | $13,328-82.0% | $10,705-77.5% | $10,829-77.8% |