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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 | $213,728 | $138,075+54.8% | $123,552+73.0% | $135,379+57.9% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -12.30% | 153.70%-166.0pp | 119.20%-131.5pp | 519.79%-532.1pp |
| Employer contribution / active EE | $21,000 | $5,152+307.6% | $4,628+353.8% | $4,779+339.4% |
| Participant deferral / active EE | $13,500 | $6,800+98.5% | $6,426+110.1% | $5,609+140.7% |
| Admin fee / account holder | $568 | $10,917-94.8% | $9,285-93.9% | $10,828-94.8% |