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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 | $149,826 | $138,102+8.5% | $125,381+19.5% | $134,532+11.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -26.18% | 750.73%-776.9pp | 572.31%-598.5pp | 418.27%-444.5pp |
| Employer contribution / active EE | $1,429 | $5,245-72.8% | $4,815-70.3% | $4,741-69.9% |
| Participant deferral / active EE | $6,614 | $7,801-15.2% | $7,448-11.2% | $6,401+3.3% |
| Admin fee / account holder | $21,928 | $11,568+89.6% | $10,007+119.1% | $11,429+91.9% |