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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 | $105,523 | $138,076-23.6% | $123,553-14.6% | $135,380-22.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -11.57% | 153.70%-165.3pp | 119.21%-130.8pp | 519.81%-531.4pp |
| Employer contribution / active EE | $3,337 | $5,152-35.2% | $4,628-27.9% | $4,779-30.2% |
| Participant deferral / active EE | $10,218 | $6,800+50.3% | $6,426+59.0% | $5,609+82.2% |
| Admin fee / account holder | $56,472 | $10,917+417.3% | $9,284+508.2% | $10,828+421.5% |