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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 | $172,184 | $160,070+7.6% | $147,117+17.0% | $145,897+18.0% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.2%-54.4pp | 80.3%-52.5pp |
| Annual return | -68.06% | 98.69%-166.7pp | 420.54%-488.6pp | 552.29%-620.3pp |
| Employer contribution / active EE | $3,606 | $5,285-31.8% | $4,932-26.9% | $4,663-22.7% |
| Participant deferral / active EE | $4,539 | $8,419-46.1% | $8,065-43.7% | $6,689-32.1% |
| Admin fee / account holder | $20,336 | $15,035+35.3% | $12,993+56.5% | $13,390+51.9% |