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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 | $117,102 | $100,279+16.8% | $81,353+43.9% | $145,884-19.7% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | -44.57% | 34.49%-79.1pp | 24.82%-69.4pp | 551.85%-596.4pp |
| Employer contribution / active EE | $1,117 | $2,979-62.5% | $2,464-54.6% | $4,662-76.0% |
| Participant deferral / active EE | $2,209 | $4,611-52.1% | $3,885-43.1% | $6,690-67.0% |
| Admin fee / account holder | $1,494 | $8,206-81.8% | $5,766-74.1% | $13,392-88.8% |