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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 | $185,677 | $138,076+34.5% | $123,553+50.3% | $135,380+37.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -10.92% | 153.70%-164.6pp | 119.21%-130.1pp | 519.81%-530.7pp |
| Employer contribution / active EE | $1,551 | $5,152-69.9% | $4,628-66.5% | $4,779-67.6% |
| Participant deferral / active EE | $9,000 | $6,800+32.4% | $6,426+40.1% | $5,609+60.5% |
| Admin fee / account holder | $4,091 | $10,917-62.5% | $9,284-55.9% | $10,828-62.2% |