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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 | $174,741 | $103,008+69.6% | $90,304+93.5% | $152,897+14.3% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | -1.38% | 95.22%-96.6pp | 78.13%-79.5pp | 345.43%-346.8pp |
| Employer contribution / active EE | $1,851 | $3,139-41.1% | $2,855-35.2% | $4,764-61.2% |
| Participant deferral / active EE | $2,265 | $4,281-47.1% | $3,885-41.7% | $5,851-61.3% |
| Admin fee / account holder | $2,153 | $6,175-65.1% | $5,354-59.8% | $11,599-81.4% |