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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 | $167,229 | $144,130+16.0% | $117,861+41.9% | $147,586+13.3% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | -5.36% | 531.20%-536.6pp | 335.11%-340.5pp | 578.59%-584.0pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $16,000 | $5,316+201.0% | $4,482+257.0% | $5,439+194.2% |
| Admin fee / account holder | $1,392 | $10,887-87.2% | $8,021-82.6% | $10,886-87.2% |