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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 | $231,103 | $190,862+21.1% | $159,991+44.4% | $134,509+71.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -20.58% | 552.59%-573.2pp | 408.82%-429.4pp | 418.13%-438.7pp |
| Employer contribution / active EE | $2,484 | $4,995-50.3% | $4,225-41.2% | $4,741-47.6% |
| Participant deferral / active EE | $4,967 | $6,924-28.3% | $6,183-19.7% | $6,400-22.4% |
| Admin fee / account holder | $1,504 | $10,495-85.7% | $8,715-82.7% | $11,427-86.8% |