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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 | $186,122 | $138,076+34.8% | $123,553+50.6% | $135,380+37.5% |
| Participation rate | 30.0% | 84.7%-54.7pp | 82.3%-52.3pp | 82.6%-52.6pp |
| Annual return | -12.21% | 153.70%-165.9pp | 119.21%-131.4pp | 519.81%-532.0pp |
| Employer contribution / active EE | $1,648 | $5,152-68.0% | $4,628-64.4% | $4,779-65.5% |
| Participant deferral / active EE | $3,060 | $6,800-55.0% | $6,426-52.4% | $5,609-45.4% |
| Admin fee / account holder | $1,023 | $10,917-90.6% | $9,284-89.0% | $10,828-90.6% |