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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 | $178,165 | $91,536+94.6% | $130,062+37.0% | $75,177+137.0% |
| Participation rate | 53.8% | 71.5%-17.6pp | 78.5%-24.7pp | 67.2%-13.4pp |
| Annual return | 8.61% | -631.62%+640.2pp | -137.37%+146.0pp | 160.75%-152.1pp |
| Employer contribution / active EE | $1,309 | $2,845-54.0% | $4,322-69.7% | $2,671-51.0% |
| Participant deferral / active EE | $2,899 | $4,343-33.2% | $5,821-50.2% | $4,126-29.7% |
| Admin fee / account holder | $31,262 | $6,780+361.1% | $10,601+194.9% | $5,651+453.2% |