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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 | $153,301 | $180,462-15.1% | $154,111-0.5% | $135,379+13.2% |
| Participation rate | 44.4% | 87.4%-43.0pp | 83.0%-38.6pp | 82.6%-38.2pp |
| Annual return | -12.29% | 888.17%-900.5pp | 735.18%-747.5pp | 519.79%-532.1pp |
| Employer contribution / active EE | $1,672 | $6,036-72.3% | $5,298-68.4% | $4,779-65.0% |
| Participant deferral / active EE | $3,389 | $5,806-41.6% | $5,081-33.3% | $5,609-39.6% |
| Admin fee / account holder | $1,416 | $16,145-91.2% | $13,411-89.4% | $10,828-86.9% |