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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 | $174,841 | $133,981+30.5% | $112,249+55.8% | $134,532+30.0% |
| Participation rate | 52.6% | 78.6%-25.9pp | 75.1%-22.4pp | 81.2%-28.6pp |
| Annual return | -21.71% | 47.16%-68.9pp | 27.48%-49.2pp | 418.27%-440.0pp |
| Employer contribution / active EE | $2,325 | $4,040-42.4% | $3,636-36.0% | $4,741-51.0% |
| Participant deferral / active EE | $3,605 | $5,292-31.9% | $4,729-23.8% | $6,401-43.7% |
| Admin fee / account holder | $402 | $7,492-94.6% | $6,412-93.7% | $11,429-96.5% |