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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 | $141,672 | $135,645+4.4% | $110,243+28.5% | $135,380+4.6% |
| Participation rate | 57.9% | 83.5%-25.6pp | 79.8%-21.9pp | 82.6%-24.7pp |
| Annual return | -12.46% | 513.24%-525.7pp | 314.76%-327.2pp | 519.81%-532.3pp |
| Employer contribution / active EE | $1,259 | $4,907-74.3% | $3,827-67.1% | $4,779-73.7% |
| Participant deferral / active EE | $5,760 | $5,507+4.6% | $4,672+23.3% | $5,609+2.7% |
| Admin fee / account holder | $20,222 | $11,458+76.5% | $8,548+136.6% | $10,828+86.8% |