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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 | $181,908 | $93,098+95.4% | $77,081+136.0% | $134,509+35.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -32.13% | 62.63%-94.8pp | 42.33%-74.5pp | 418.13%-450.3pp |
| Employer contribution / active EE | $19,250 | $3,419+463.0% | $2,813+584.2% | $4,741+306.1% |
| Participant deferral / active EE | $10,250 | $5,239+95.6% | $4,428+131.5% | $6,400+60.1% |
| Admin fee / account holder | $930 | $6,945-86.6% | $5,427-82.9% | $11,427-91.9% |