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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 | $173,431 | $138,075+25.6% | $123,552+40.4% | $135,379+28.1% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -9.29% | 153.70%-163.0pp | 119.20%-128.5pp | 519.79%-529.1pp |
| Employer contribution / active EE | $3,000 | $5,152-41.8% | $4,628-35.2% | $4,779-37.2% |
| Participant deferral / active EE | $6,700 | $6,800-1.5% | $6,426+4.3% | $5,609+19.5% |
| Admin fee / account holder | $1,698 | $10,917-84.4% | $9,285-81.7% | $10,828-84.3% |