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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 | $93,117+21.5% | $77,096+46.8% | $134,532-15.9% |
| Participation rate | 16.7% | 74.5%-57.8pp | 67.9%-51.3pp | 81.2%-64.6pp |
| Annual return | -38.94% | 62.67%-101.6pp | 42.35%-81.3pp | 418.27%-457.2pp |
| Employer contribution / active EE | $2,259 | $3,420-34.0% | $2,814-19.7% | $4,741-52.4% |
| Participant deferral / active EE | $3,417 | $5,241-34.8% | $4,429-22.9% | $6,401-46.6% |
| Admin fee / account holder | $1,457 | $6,948-79.0% | $5,428-73.2% | $11,429-87.2% |