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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 | $165,072 | $144,130+14.5% | $117,860+40.1% | $147,585+11.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | -2.19% | 531.20%-533.4pp | 335.10%-337.3pp | 578.58%-580.8pp |
| Employer contribution / active EE | $7,273 | $4,897+48.5% | $3,786+92.1% | $4,876+49.1% |
| Participant deferral / active EE | $10,500 | $5,316+97.5% | $4,482+134.3% | $5,439+93.1% |
| Admin fee / account holder | $523 | $10,887-95.2% | $8,021-93.5% | $10,886-95.2% |