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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 | $147,540 | $197,819-25.4% | $155,789-5.3% | $125,389+17.7% |
| Participation rate | 45.5% | 82.1%-36.6pp | 76.1%-30.6pp | 83.2%-37.7pp |
| Annual return | -3.96% | 86.73%-90.7pp | 71.54%-75.5pp | 282.24%-286.2pp |
| Employer contribution / active EE | $2,150 | $4,850-55.7% | $3,839-44.0% | $4,866-55.8% |
| Participant deferral / active EE | $7,273 | $5,631+29.1% | $4,798+51.6% | $5,352+35.9% |
| Admin fee / account holder | $3,722 | $9,544-61.0% | $7,477-50.2% | $9,541-61.0% |