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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 | $141,024 | $190,879-26.1% | $160,009-11.9% | $134,532+4.8% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.0%-50.7pp | 81.2%-54.0pp |
| Annual return | -23.30% | 552.63%-575.9pp | 408.85%-432.1pp | 418.27%-441.6pp |
| Employer contribution / active EE | $1,018 | $4,995-79.6% | $4,225-75.9% | $4,741-78.5% |
| Participant deferral / active EE | $3,970 | $6,924-42.7% | $6,183-35.8% | $6,401-38.0% |
| Admin fee / account holder | $16,788 | $10,495+60.0% | $8,715+92.6% | $11,429+46.9% |