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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 | $101,499+55.9% | $147,005+7.6% | $74,546+112.2% |
| Participation rate | 57.0% | 75.5%-18.5pp | 82.2%-25.2pp | 67.2%-10.2pp |
| Annual return | -4.39% | 8732.34%-8736.7pp | 418.76%-423.2pp | 1366.03%-1370.4pp |
| Employer contribution / active EE | $9,957 | $3,811+161.3% | $4,934+101.8% | $2,624+279.4% |
| Participant deferral / active EE | $11,838 | $7,304+62.1% | $8,070+46.7% | $4,347+172.3% |
| Admin fee / account holder | $11,189 | $1,748+540.2% | $13,006-14.0% | $1,944+475.7% |