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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 | $171,614 | $138,102+24.3% | $125,381+36.9% | $134,532+27.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -21.28% | 750.73%-772.0pp | 572.31%-593.6pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,783 | $5,245-66.0% | $4,815-63.0% | $4,741-62.4% |
| Participant deferral / active EE | $11,030 | $7,801+41.4% | $7,448+48.1% | $6,401+72.3% |
| Admin fee / account holder | $1,330 | $11,568-88.5% | $10,007-86.7% | $11,429-88.4% |