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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 | $150,298 | $135,645+10.8% | $110,243+36.3% | $135,380+11.0% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -9.71% | 513.24%-522.9pp | 314.76%-324.5pp | 519.81%-529.5pp |
| Employer contribution / active EE | $2,395 | $4,907-51.2% | $3,827-37.4% | $4,779-49.9% |
| Participant deferral / active EE | $5,051 | $5,507-8.3% | $4,672+8.1% | $5,609-9.9% |
| Admin fee / account holder | $1,283 | $11,458-88.8% | $8,548-85.0% | $10,828-88.1% |