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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 | $127,804 | $88,596+44.3% | $70,098+82.3% | $134,509-5.0% |
| Participation rate | 60.0% | 74.9%-14.9pp | 70.5%-10.5pp | 81.2%-21.2pp |
| Annual return | -21.59% | 442.67%-464.3pp | 190.76%-212.4pp | 418.13%-439.7pp |
| Employer contribution / active EE | $1,195 | $3,235-63.1% | $2,560-53.3% | $4,741-74.8% |
| Participant deferral / active EE | $3,774 | $4,772-20.9% | $3,849-2.0% | $6,400-41.0% |
| Admin fee / account holder | $1,431 | $10,441-86.3% | $6,266-77.2% | $11,427-87.5% |