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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 | $234,013 | $180,462+29.7% | $154,111+51.8% | $135,379+72.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -11.17% | 888.17%-899.3pp | 735.18%-746.3pp | 519.79%-531.0pp |
| Employer contribution / active EE | $1,508 | $6,036-75.0% | $5,298-71.5% | $4,779-68.5% |
| Participant deferral / active EE | $4,494 | $5,806-22.6% | $5,081-11.5% | $5,609-19.9% |
| Admin fee / account holder | $2,374 | $16,145-85.3% | $13,411-82.3% | $10,828-78.1% |