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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 | $160,311 | $160,028+0.2% | $147,080+9.0% | $145,884+9.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | -47.18% | 98.60%-145.8pp | 420.17%-467.3pp | 551.85%-599.0pp |
| Employer contribution / active EE | $2,115 | $5,286-60.0% | $4,933-57.1% | $4,662-54.6% |
| Participant deferral / active EE | $6,784 | $8,422-19.5% | $8,066-15.9% | $6,690+1.4% |
| Admin fee / account holder | $416 | $15,030-97.2% | $12,989-96.8% | $13,392-96.9% |