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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 | $174,661 | $160,059+9.1% | $140,019+24.7% | $135,382+29.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -12.83% | 911.44%-924.3pp | 651.15%-664.0pp | 519.77%-532.6pp |
| Employer contribution / active EE | $1,913 | $6,420-70.2% | $5,605-65.9% | $4,779-60.0% |
| Participant deferral / active EE | $11,142 | $7,641+45.8% | $6,927+60.9% | $5,609+98.6% |
| Admin fee / account holder | $31,563 | $13,328+136.8% | $10,705+194.8% | $10,829+191.5% |