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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 | $105,602 | $176,402-40.1% | $134,162-21.3% | $158,966-33.6% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | -2.91% | 63.66%-66.6pp | 36.35%-39.3pp | 302.95%-305.9pp |
| Employer contribution / active EE | $1,795 | $5,042-64.4% | $3,705-51.6% | $4,762-62.3% |
| Participant deferral / active EE | $2,983 | $4,093-27.1% | $3,500-14.8% | $5,983-50.1% |
| Admin fee / account holder | $185,439 | $8,719+2026.8% | $6,685+2673.8% | $11,250+1548.3% |