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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 | $129,737+36.5% | $119,126+48.6% | $154,746+14.4% |
| Participation rate | 52.6% | 78.9%-26.2pp | 75.8%-23.1pp | 80.7%-28.1pp |
| Annual return | -15.43% | 379.08%-394.5pp | 282.11%-297.5pp | 172.34%-187.8pp |
| Employer contribution / active EE | $1,006 | $4,375-77.0% | $4,034-75.1% | $4,379-77.0% |
| Participant deferral / active EE | $3,939 | $5,842-32.6% | $5,318-25.9% | $6,730-41.5% |
| Admin fee / account holder | $1,026 | $11,961-91.4% | $10,693-90.4% | $14,365-92.9% |