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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 | $133,962 | $111,535+20.1% | $105,223+27.3% | $137,256-2.4% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | -31.29% | 237.85%-269.1pp | 180.65%-211.9pp | 220.34%-251.6pp |
| Employer contribution / active EE | $1,789 | $3,939-54.6% | $3,689-51.5% | $4,156-57.0% |
| Participant deferral / active EE | $3,670 | $5,500-33.3% | $5,072-27.6% | $6,407-42.7% |
| Admin fee / account holder | $776 | $9,721-92.0% | $8,859-91.2% | $12,270-93.7% |