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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 | $206,822 | $138,114+49.7% | $125,391+64.9% | $134,545+53.7% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -23.23% | 750.88%-774.1pp | 572.41%-595.6pp | 418.37%-441.6pp |
| Employer contribution / active EE | $10,552 | $5,246+101.1% | $4,816+119.1% | $4,742+122.5% |
| Participant deferral / active EE | $5,911 | $7,801-24.2% | $7,448-20.6% | $6,401-7.7% |
| Admin fee / account holder | $6,522 | $11,570-43.6% | $10,009-34.8% | $11,431-42.9% |