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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 | $154,691 | $197,819-21.8% | $155,789-0.7% | $125,389+23.4% |
| Participation rate | 61.9% | 82.1%-20.2pp | 76.1%-14.2pp | 83.2%-21.3pp |
| Annual return | -10.96% | 86.73%-97.7pp | 71.54%-82.5pp | 282.24%-293.2pp |
| Employer contribution / active EE | $2,558 | $4,850-47.3% | $3,839-33.4% | $4,866-47.4% |
| Participant deferral / active EE | $5,146 | $5,631-8.6% | $4,798+7.3% | $5,352-3.8% |
| Admin fee / account holder | $5,934 | $9,544-37.8% | $7,477-20.6% | $9,541-37.8% |