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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 | $143,695 | $75,832+89.5% | $147,617-2.7% | $59,633+141.0% |
| Participation rate | 52.5% | 71.6%-19.1pp | 84.6%-32.1pp | 68.7%-16.2pp |
| Annual return | -3.82% | 0.37%-4.2pp | 61.98%-65.8pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $2,904 | $3,485-16.7% | $5,564-47.8% | $2,203+31.8% |
| Participant deferral / active EE | $5,684 | $3,131+81.6% | $4,895+16.1% | $3,192+78.1% |
| Admin fee / account holder | $5,592 | $5,986-6.6% | $11,612-51.8% | $4,297+30.1% |