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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 | $245,159 | $138,102+77.5% | $125,381+95.5% | $134,532+82.2% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-14.0pp | 81.2%-12.8pp |
| Annual return | -20.72% | 750.73%-771.4pp | 572.31%-593.0pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,507 | $5,245-71.3% | $4,815-68.7% | $4,741-68.2% |
| Participant deferral / active EE | $8,676 | $7,801+11.2% | $7,448+16.5% | $6,401+35.5% |
| Admin fee / account holder | $14,395 | $11,568+24.4% | $10,007+43.9% | $11,429+26.0% |