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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 | $144,053 | $112,121+28.5% | $95,960+50.1% | $158,966-9.4% |
| Participation rate | 44.4% | 79.0%-34.5pp | 77.1%-32.6pp | 82.0%-37.5pp |
| Annual return | -10.92% | 171.16%-182.1pp | 91.63%-102.6pp | 302.95%-313.9pp |
| Employer contribution / active EE | $1,830 | $3,199-42.8% | $2,541-28.0% | $4,762-61.6% |
| Participant deferral / active EE | $3,325 | $4,784-30.5% | $4,167-20.2% | $5,983-44.4% |
| Admin fee / account holder | $1,450 | $10,135-85.7% | $6,797-78.7% | $11,250-87.1% |