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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 | $166,656 | $70,366+136.8% | $66,674+150.0% | $138,895+20.0% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.7%-16.5pp | 79.9%-22.8pp |
| Annual return | -8.13% | 386.41%-394.5pp | 321.24%-329.4pp | 145.39%-153.5pp |
| Employer contribution / active EE | $2,308 | $2,765-16.5% | $2,620-11.9% | $4,194-45.0% |
| Participant deferral / active EE | $4,616 | $4,374+5.5% | $4,084+13.0% | $6,396-27.8% |
| Admin fee / account holder | $23,005 | $5,262+337.2% | $5,098+351.3% | $12,562+83.1% |