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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 | $152,801 | $180,466-15.3% | $154,114-0.9% | $135,382+12.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -10.47% | 888.15%-898.6pp | 735.16%-745.6pp | 519.77%-530.2pp |
| Employer contribution / active EE | $21,947 | $6,035+263.6% | $5,298+314.3% | $4,779+359.3% |
| Participant deferral / active EE | $9,250 | $5,806+59.3% | $5,081+82.1% | $5,609+64.9% |
| Admin fee / account holder | $1,534 | $16,144-90.5% | $13,411-88.6% | $10,829-85.8% |