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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 | $177,754 | $138,072+28.7% | $123,549+43.9% | $135,382+31.3% |
| Participation rate | 53.8% | 84.7%-30.9pp | 82.3%-28.4pp | 82.6%-28.8pp |
| Annual return | -10.79% | 153.69%-164.5pp | 119.20%-130.0pp | 519.77%-530.6pp |
| Employer contribution / active EE | $1,673 | $5,152-67.5% | $4,628-63.9% | $4,779-65.0% |
| Participant deferral / active EE | $4,139 | $6,799-39.1% | $6,426-35.6% | $5,609-26.2% |
| Admin fee / account holder | $2,045 | $10,917-81.3% | $9,284-78.0% | $10,829-81.1% |