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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 | $65,396 | $106,001-38.3% | $92,235-29.1% | $147,585-55.7% |
| Participation rate | 16.7% | 80.4%-63.7pp | 76.5%-59.8pp | 82.8%-66.2pp |
| Annual return | -5.84% | 50.05%-55.9pp | 176.28%-182.1pp | 578.56%-584.4pp |
| Employer contribution / active EE | $2,076 | $4,333-52.1% | $3,679-43.6% | $4,876-57.4% |
| Participant deferral / active EE | $4,322 | $4,478-3.5% | $3,897+10.9% | $5,439-20.5% |
| Admin fee / account holder | $10,256 | $6,332+62.0% | $5,194+97.5% | $10,885-5.8% |