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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 | $137,337 | $138,102-0.6% | $125,381+9.5% | $134,532+2.1% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -32.37% | 750.73%-783.1pp | 572.31%-604.7pp | 418.27%-450.6pp |
| Employer contribution / active EE | $1,695 | $5,245-67.7% | $4,815-64.8% | $4,741-64.3% |
| Participant deferral / active EE | $3,153 | $7,801-59.6% | $7,448-57.7% | $6,401-50.7% |
| Admin fee / account holder | $31,638 | $11,568+173.5% | $10,007+216.2% | $11,429+176.8% |