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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 | $177,692 | $180,462-1.5% | $154,111+15.3% | $135,379+31.3% |
| Participation rate | 25.0% | 87.4%-62.4pp | 83.0%-58.0pp | 82.6%-57.6pp |
| Annual return | -10.06% | 888.17%-898.2pp | 735.18%-745.2pp | 519.79%-529.8pp |
| Employer contribution / active EE | $1,371 | $6,036-77.3% | $5,298-74.1% | $4,779-71.3% |
| Participant deferral / active EE | $4,500 | $5,806-22.5% | $5,081-11.4% | $5,609-19.8% |
| Admin fee / account holder | $2,336 | $16,145-85.5% | $13,411-82.6% | $10,828-78.4% |