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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 | $164,305 | $138,068+19.0% | $125,358+31.1% | $134,493+22.2% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -25.60% | 750.30%-775.9pp | 572.03%-597.6pp | 418.01%-443.6pp |
| Employer contribution / active EE | $1,751 | $5,244-66.6% | $4,814-63.6% | $4,740-63.1% |
| Participant deferral / active EE | $6,425 | $7,799-17.6% | $7,447-13.7% | $6,400+0.4% |
| Admin fee / account holder | $2,876 | $11,568-75.1% | $10,007-71.3% | $11,425-74.8% |