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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 | $222,509 | $197,819+12.5% | $155,789+42.8% | $125,388+77.5% |
| Participation rate | 60.0% | 82.1%-22.1pp | 76.1%-16.1pp | 83.2%-23.2pp |
| Annual return | -3.78% | 86.73%-90.5pp | 71.54%-75.3pp | 282.24%-286.0pp |
| Employer contribution / active EE | $4,354 | $4,850-10.2% | $3,839+13.4% | $4,866-10.5% |
| Participant deferral / active EE | $12,314 | $5,631+118.7% | $4,798+156.7% | $5,352+130.1% |
| Admin fee / account holder | $2,500 | $9,544-73.8% | $7,477-66.6% | $9,541-73.8% |