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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 | $131,453 | $97,732+34.5% | $83,831+56.8% | $135,380-2.9% |
| Participation rate | 17.4% | 80.0%-62.6pp | 76.1%-58.8pp | 82.6%-65.3pp |
| Annual return | -10.23% | 1287.56%-1297.8pp | 850.99%-861.2pp | 519.81%-530.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,643 | $4,683-43.6% | $4,082-35.3% | $5,609-52.9% |
| Admin fee / account holder | $1,909 | $6,675-71.4% | $5,479-65.1% | $10,828-82.4% |