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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 | $228,345 | $98,776+131.2% | $149,745+52.5% | $79,856+185.9% |
| Participation rate | 3.3% | 75.8%-72.5pp | 82.5%-79.1pp | 69.6%-66.3pp |
| Annual return | -101.11% | 27.38%-128.5pp | 276.72%-377.8pp | 31.71%-132.8pp |
| Employer contribution / active EE | $3,195 | $3,217-0.7% | $4,646-31.2% | $2,471+29.3% |
| Participant deferral / active EE | $8,655 | $5,681+52.3% | $6,843+26.5% | $3,741+131.4% |
| Admin fee / account holder | $106,374 | $6,053+1657.5% | $9,312+1042.4% | $5,306+1904.6% |