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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 | $177,282 | $138,102+28.4% | $125,381+41.4% | $134,532+31.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -25.79% | 750.73%-776.5pp | 572.31%-598.1pp | 418.27%-444.1pp |
| Employer contribution / active EE | $4,536 | $5,245-13.5% | $4,815-5.8% | $4,741-4.3% |
| Participant deferral / active EE | $8,467 | $7,801+8.5% | $7,448+13.7% | $6,401+32.3% |
| Admin fee / account holder | $6,952 | $11,568-39.9% | $10,007-30.5% | $11,429-39.2% |