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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 | $145,992 | $70,366+107.5% | $66,674+119.0% | $138,895+5.1% |
| Participation rate | 55.6% | 76.2%-20.6pp | 73.7%-18.1pp | 79.9%-24.4pp |
| Annual return | -7.94% | 386.41%-394.4pp | 321.24%-329.2pp | 145.39%-153.3pp |
| Employer contribution / active EE | $2,214 | $2,765-19.9% | $2,620-15.5% | $4,194-47.2% |
| Participant deferral / active EE | $4,525 | $4,374+3.5% | $4,084+10.8% | $6,396-29.2% |
| Admin fee / account holder | $6,563 | $5,262+24.7% | $5,098+28.7% | $12,562-47.8% |