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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 | $160,040+7.6% | $147,096+17.1% | $145,877+18.0% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.2%-54.4pp | 80.3%-52.5pp |
| Annual return | -68.06% | 98.49%-166.6pp | 419.75%-487.8pp | 551.28%-619.3pp |
| Employer contribution / active EE | $3,606 | $5,289-31.8% | $4,936-26.9% | $4,663-22.7% |
| Participant deferral / active EE | $4,539 | $8,429-46.2% | $8,071-43.8% | $6,691-32.2% |
| Admin fee / account holder | $20,336 | $15,050+35.1% | $13,005+56.4% | $13,402+51.7% |