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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 | $192,448 | $138,114+39.3% | $125,391+53.5% | $134,545+43.0% |
| Participation rate | 36.8% | 84.5%-47.7pp | 82.4%-45.5pp | 81.2%-44.4pp |
| Annual return | -24.74% | 750.88%-775.6pp | 572.41%-597.2pp | 418.37%-443.1pp |
| Employer contribution / active EE | $1,231 | $5,246-76.5% | $4,816-74.4% | $4,742-74.0% |
| Participant deferral / active EE | $3,936 | $7,801-49.5% | $7,448-47.2% | $6,401-38.5% |
| Admin fee / account holder | $1,308 | $11,570-88.7% | $10,009-86.9% | $11,431-88.6% |