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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 | $174,347 | $100,938+72.7% | $90,461+92.7% | $158,982+9.7% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | -4.63% | 1727.20%-1731.8pp | 1294.76%-1299.4pp | 302.99%-307.6pp |
| Employer contribution / active EE | $2,143 | $3,691-42.0% | $3,264-34.4% | $4,763-55.0% |
| Participant deferral / active EE | $5,190 | $4,350+19.3% | $3,964+30.9% | $5,983-13.3% |
| Admin fee / account holder | $13,429 | $6,510+106.3% | $5,617+139.1% | $11,252+19.4% |