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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 | $164,064 | $180,459-9.1% | $154,108+6.5% | $135,380+21.2% |
| Participation rate | 39.1% | 87.4%-48.3pp | 83.0%-43.9pp | 82.6%-43.5pp |
| Annual return | -13.51% | 888.21%-901.7pp | 735.21%-748.7pp | 519.81%-533.3pp |
| Employer contribution / active EE | $2,515 | $6,035-58.3% | $5,298-52.5% | $4,779-47.4% |
| Participant deferral / active EE | $2,067 | $5,806-64.4% | $5,081-59.3% | $5,609-63.1% |
| Admin fee / account holder | $10,836 | $16,145-32.9% | $13,411-19.2% | $10,828+0.1% |