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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 | $131,322 | $118,695+10.6% | $98,916+32.8% | $158,950-17.4% |
| Participation rate | 57.1% | 77.8%-20.7pp | 76.0%-18.9pp | 82.0%-24.8pp |
| Annual return | -21.49% | 372.39%-393.9pp | 196.45%-217.9pp | 302.91%-324.4pp |
| Employer contribution / active EE | $971 | $3,333-70.9% | $2,689-63.9% | $4,762-79.6% |
| Participant deferral / active EE | $3,362 | $5,088-33.9% | $4,245-20.8% | $5,983-43.8% |
| Admin fee / account holder | $1,139 | $10,132-88.8% | $6,642-82.8% | $11,248-89.9% |