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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 | $157,459 | $135,645+16.1% | $110,243+42.8% | $135,379+16.3% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -9.46% | 513.24%-522.7pp | 314.76%-324.2pp | 519.79%-529.2pp |
| Employer contribution / active EE | $1,235 | $4,907-74.8% | $3,827-67.7% | $4,779-74.2% |
| Participant deferral / active EE | $3,414 | $5,507-38.0% | $4,672-26.9% | $5,609-39.1% |
| Admin fee / account holder | $300 | $11,458-97.4% | $8,548-96.5% | $10,828-97.2% |