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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 | $144,086 | $129,737+11.1% | $119,126+21.0% | $154,746-6.9% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | -10.97% | 379.08%-390.1pp | 282.11%-293.1pp | 172.34%-183.3pp |
| Employer contribution / active EE | $2,167 | $4,375-50.5% | $4,034-46.3% | $4,379-50.5% |
| Participant deferral / active EE | $13,644 | $5,842+133.6% | $5,318+156.6% | $6,730+102.7% |
| Admin fee / account holder | $33,839 | $11,961+182.9% | $10,693+216.5% | $14,365+135.6% |