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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 | $182,278 | $109,344+66.7% | $89,400+103.9% | $158,950+14.7% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | -11.58% | 345.73%-357.3pp | 245.64%-257.2pp | 302.91%-314.5pp |
| Employer contribution / active EE | $1,115 | $3,170-64.8% | $2,586-56.9% | $4,762-76.6% |
| Participant deferral / active EE | $7,779 | $4,599+69.1% | $3,890+99.9% | $5,983+30.0% |
| Admin fee / account holder | $1,131 | $6,154-81.6% | $4,882-76.8% | $11,248-89.9% |