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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 | $166,730 | $138,102+20.7% | $125,381+33.0% | $134,532+23.9% |
| Participation rate | 43.8% | 84.5%-40.7pp | 82.4%-38.6pp | 81.2%-37.5pp |
| Annual return | -25.82% | 750.73%-776.5pp | 572.31%-598.1pp | 418.27%-444.1pp |
| Employer contribution / active EE | $1,402 | $5,245-73.3% | $4,815-70.9% | $4,741-70.4% |
| Participant deferral / active EE | $7,440 | $7,801-4.6% | $7,448-0.1% | $6,401+16.2% |
| Admin fee / account holder | $1,615 | $11,568-86.0% | $10,007-83.9% | $11,429-85.9% |