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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 | $152,732 | $138,076+10.6% | $123,553+23.6% | $135,380+12.8% |
| Participation rate | 58.8% | 84.7%-25.9pp | 82.3%-23.5pp | 82.6%-23.8pp |
| Annual return | -10.89% | 153.70%-164.6pp | 119.21%-130.1pp | 519.81%-530.7pp |
| Employer contribution / active EE | $2,350 | $5,152-54.4% | $4,628-49.2% | $4,779-50.8% |
| Participant deferral / active EE | $6,900 | $6,800+1.5% | $6,426+7.4% | $5,609+23.0% |
| Admin fee / account holder | $2,395 | $10,917-78.1% | $9,284-74.2% | $10,828-77.9% |