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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 | $109,615 | $138,075-20.6% | $123,552-11.3% | $135,379-19.0% |
| Participation rate | 53.3% | 84.7%-31.4pp | 82.3%-29.0pp | 82.6%-29.3pp |
| Annual return | -32.97% | 153.70%-186.7pp | 119.20%-152.2pp | 519.79%-552.8pp |
| Employer contribution / active EE | $1,737 | $5,152-66.3% | $4,628-62.5% | $4,779-63.7% |
| Participant deferral / active EE | $3,437 | $6,800-49.5% | $6,426-46.5% | $5,609-38.7% |
| Admin fee / account holder | $41,201 | $10,917+277.4% | $9,285+343.8% | $10,828+280.5% |