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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 | $197,403 | $138,114+42.9% | $125,391+57.4% | $134,545+46.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.08% | 750.88%-772.0pp | 572.41%-593.5pp | 418.37%-439.4pp |
| Employer contribution / active EE | $1,498 | $5,246-71.4% | $4,816-68.9% | $4,742-68.4% |
| Participant deferral / active EE | $3,445 | $7,801-55.8% | $7,448-53.7% | $6,401-46.2% |
| Admin fee / account holder | $8,099 | $11,570-30.0% | $10,009-19.1% | $11,431-29.1% |