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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 | $128,202 | $138,114-7.2% | $125,391+2.2% | $134,545-4.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.76% | 750.88%-771.6pp | 572.41%-593.2pp | 418.37%-439.1pp |
| Employer contribution / active EE | $1,507 | $5,246-71.3% | $4,816-68.7% | $4,742-68.2% |
| Participant deferral / active EE | $4,521 | $7,801-42.0% | $7,448-39.3% | $6,401-29.4% |
| Admin fee / account holder | $6,284 | $11,570-45.7% | $10,009-37.2% | $11,431-45.0% |