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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 | $188,971 | $148,582+27.2% | $135,942+39.0% | $139,456+35.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | -2.33% | 79.26%-81.6pp | 68.28%-70.6pp | 373.45%-375.8pp |
| Employer contribution / active EE | $2,200 | $5,245-58.0% | $4,858-54.7% | $4,753-53.7% |
| Participant deferral / active EE | $2,571 | $8,101-68.3% | $7,759-66.9% | $6,711-61.7% |
| Admin fee / account holder | $38,510 | $12,402+210.5% | $10,764+257.8% | $11,407+237.6% |