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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 | $150,012 | $160,059-6.3% | $140,019+7.1% | $135,380+10.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -12.36% | 911.48%-923.8pp | 651.17%-663.5pp | 519.81%-532.2pp |
| Employer contribution / active EE | $18,000 | $6,420+180.4% | $5,605+221.1% | $4,779+276.7% |
| Participant deferral / active EE | $5,833 | $7,641-23.7% | $6,927-15.8% | $5,609+4.0% |
| Admin fee / account holder | $652 | $13,328-95.1% | $10,705-93.9% | $10,828-94.0% |