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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 | $174,347 | $100,868+72.8% | $90,414+92.8% | $158,931+9.7% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | -4.63% | 1724.58%-1729.2pp | 1293.19%-1297.8pp | 302.86%-307.5pp |
| Employer contribution / active EE | $2,143 | $3,689-41.9% | $3,262-34.3% | $4,761-55.0% |
| Participant deferral / active EE | $5,190 | $4,348+19.4% | $3,963+30.9% | $5,982-13.2% |
| Admin fee / account holder | $13,429 | $6,502+106.5% | $5,611+139.3% | $11,247+19.4% |