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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 | $183,869 | $138,076+33.2% | $123,553+48.8% | $135,380+35.8% |
| Participation rate | 44.4% | 84.7%-40.3pp | 82.3%-37.9pp | 82.6%-38.2pp |
| Annual return | -9.49% | 153.70%-163.2pp | 119.21%-128.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $2,780 | $5,152-46.0% | $4,628-39.9% | $4,779-41.8% |
| Participant deferral / active EE | $5,936 | $6,800-12.7% | $6,426-7.6% | $5,609+5.8% |
| Admin fee / account holder | $1,630 | $10,917-85.1% | $9,284-82.4% | $10,828-84.9% |