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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 | $238,756 | $138,076+72.9% | $123,553+93.2% | $135,380+76.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -11.90% | 153.70%-165.6pp | 119.21%-131.1pp | 519.81%-531.7pp |
| Employer contribution / active EE | $2,172 | $5,152-57.8% | $4,628-53.1% | $4,779-54.6% |
| Participant deferral / active EE | $7,802 | $6,800+14.7% | $6,426+21.4% | $5,609+39.1% |
| Admin fee / account holder | $10,838 | $10,917-0.7% | $9,284+16.7% | $10,828+0.1% |