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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 | $104,073 | $110,093-5.5% | $97,295+7.0% | $145,897-28.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | -31.21% | 244.76%-276.0pp | 75.62%-106.8pp | 552.29%-583.5pp |
| Employer contribution / active EE | $2,639 | $3,077-14.2% | $2,723-3.1% | $4,663-43.4% |
| Participant deferral / active EE | $3,717 | $4,678-20.5% | $4,264-12.8% | $6,689-44.4% |
| Admin fee / account holder | $3,676 | $6,212-40.8% | $5,646-34.9% | $13,390-72.5% |