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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 | $180,855 | $197,819-8.6% | $155,789+16.1% | $125,389+44.2% |
| Participation rate | 62.5% | 82.1%-19.6pp | 76.1%-13.6pp | 83.2%-20.7pp |
| Annual return | -6.46% | 86.73%-93.2pp | 71.54%-78.0pp | 282.24%-288.7pp |
| Employer contribution / active EE | $2,273 | $4,850-53.1% | $3,839-40.8% | $4,866-53.3% |
| Participant deferral / active EE | $4,297 | $5,631-23.7% | $4,798-10.4% | $5,352-19.7% |
| Admin fee / account holder | $26,155 | $9,544+174.1% | $7,477+249.8% | $9,541+174.1% |