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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 | $144,685 | $92,684+56.1% | $82,706+74.9% | $134,509+7.6% |
| Participation rate | 68.2% | 75.2%-7.0pp | 72.6%-4.4pp | 81.2%-13.0pp |
| Annual return | -26.52% | 945.84%-972.4pp | 701.76%-728.3pp | 418.13%-444.7pp |
| Employer contribution / active EE | $1,457 | $3,272-55.5% | $3,007-51.6% | $4,741-69.3% |
| Participant deferral / active EE | $4,060 | $4,800-15.4% | $4,394-7.6% | $6,400-36.6% |
| Admin fee / account holder | $3,263 | $5,982-45.5% | $5,329-38.8% | $11,427-71.4% |