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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 | $113,149 | $93,098+21.5% | $77,081+46.8% | $134,509-15.9% |
| Participation rate | 16.7% | 74.5%-57.8pp | 67.9%-51.2pp | 81.2%-64.6pp |
| Annual return | -38.94% | 62.63%-101.6pp | 42.33%-81.3pp | 418.13%-457.1pp |
| Employer contribution / active EE | $2,259 | $3,419-33.9% | $2,813-19.7% | $4,741-52.4% |
| Participant deferral / active EE | $3,417 | $5,239-34.8% | $4,428-22.8% | $6,400-46.6% |
| Admin fee / account holder | $1,457 | $6,945-79.0% | $5,427-73.1% | $11,427-87.2% |