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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 | $134,816 | $70,366+91.6% | $66,674+102.2% | $138,895-2.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | -11.42% | 386.41%-397.8pp | 321.24%-332.7pp | 145.39%-156.8pp |
| Employer contribution / active EE | $822 | $2,765-70.3% | $2,620-68.6% | $4,194-80.4% |
| Participant deferral / active EE | $1,098 | $4,374-74.9% | $4,084-73.1% | $6,396-82.8% |
| Admin fee / account holder | $30,632 | $5,262+482.1% | $5,098+500.9% | $12,562+143.8% |