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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 | $158,203 | $101,672+55.6% | $147,117+7.5% | $74,478+112.4% |
| Participation rate | 57.0% | 75.5%-18.5pp | 82.2%-25.2pp | 67.2%-10.2pp |
| Annual return | -4.39% | 8757.83%-8762.2pp | 420.54%-424.9pp | 1370.56%-1374.9pp |
| Employer contribution / active EE | $9,957 | $3,813+161.1% | $4,932+101.9% | $2,626+279.1% |
| Participant deferral / active EE | $11,838 | $7,305+62.1% | $8,065+46.8% | $4,350+172.1% |
| Admin fee / account holder | $11,189 | $1,753+538.2% | $12,993-13.9% | $1,946+475.0% |