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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 | $147,329 | $95,979+53.5% | $74,551+97.6% | $135,380+8.8% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -9.45% | 56.97%-66.4pp | 32.53%-42.0pp | 519.81%-529.3pp |
| Employer contribution / active EE | $1,703 | $2,716-37.3% | $1,961-13.2% | $4,779-64.4% |
| Participant deferral / active EE | $7,373 | $3,844+91.8% | $3,108+137.2% | $5,609+31.4% |
| Admin fee / account holder | $1,805 | $6,522-72.3% | $5,059-64.3% | $10,828-83.3% |