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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 | $185,007 | $190,879-3.1% | $160,009+15.6% | $134,532+37.5% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.0%-32.5pp | 81.2%-35.8pp |
| Annual return | -23.71% | 552.63%-576.3pp | 408.85%-432.6pp | 418.27%-442.0pp |
| Employer contribution / active EE | $891 | $4,995-82.2% | $4,225-78.9% | $4,741-81.2% |
| Participant deferral / active EE | $2,127 | $6,924-69.3% | $6,183-65.6% | $6,401-66.8% |
| Admin fee / account holder | $13,775 | $10,495+31.3% | $8,715+58.1% | $11,429+20.5% |