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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 | $124,451 | $85,171+46.1% | $172,753-28.0% | $72,976+70.5% |
| Participation rate | 17.6% | 70.1%-52.4pp | 82.6%-65.0pp | 69.5%-51.8pp |
| Annual return | -67.50% | 27.32%-94.8pp | 803.00%-870.5pp | 81.02%-148.5pp |
| Employer contribution / active EE | $1,037 | $3,324-68.8% | $5,144-79.8% | $2,440-57.5% |
| Participant deferral / active EE | $1,166 | $3,260-64.2% | $5,198-77.6% | $3,608-67.7% |
| Admin fee / account holder | $13,784 | $5,880+134.4% | $13,956-1.2% | $5,124+169.0% |