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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 | $122,154 | $103,038+18.6% | $90,324+35.2% | $152,909-20.1% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | -8.83% | 95.25%-104.1pp | 78.15%-87.0pp | 345.46%-354.3pp |
| Employer contribution / active EE | $2,152 | $3,141-31.5% | $2,856-24.6% | $4,764-54.8% |
| Participant deferral / active EE | $7,873 | $4,282+83.9% | $3,885+102.6% | $5,851+34.6% |
| Admin fee / account holder | $750 | $6,177-87.9% | $5,356-86.0% | $11,601-93.5% |