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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 | $161,826 | $180,462-10.3% | $154,111+5.0% | $135,379+19.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -12.60% | 888.17%-900.8pp | 735.18%-747.8pp | 519.79%-532.4pp |
| Employer contribution / active EE | $1,953 | $6,036-67.6% | $5,298-63.1% | $4,779-59.1% |
| Participant deferral / active EE | $8,848 | $5,806+52.4% | $5,081+74.1% | $5,609+57.7% |
| Admin fee / account holder | $380 | $16,145-97.6% | $13,411-97.2% | $10,828-96.5% |