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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 | $177,051 | $111,535+58.7% | $105,223+68.3% | $137,256+29.0% |
| Participation rate | 52.6% | 78.1%-25.5pp | 75.0%-22.4pp | 80.0%-27.3pp |
| Annual return | -15.43% | 237.85%-253.3pp | 180.65%-196.1pp | 220.34%-235.8pp |
| Employer contribution / active EE | $1,006 | $3,939-74.5% | $3,689-72.7% | $4,156-75.8% |
| Participant deferral / active EE | $3,939 | $5,500-28.4% | $5,072-22.3% | $6,407-38.5% |
| Admin fee / account holder | $1,026 | $9,721-89.5% | $8,859-88.4% | $12,270-91.6% |