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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 | $177,421 | $81,763+117.0% | $58,561+203.0% | $139,466+27.2% |
| Participation rate | 22.2% | 61.3%-39.1pp | 50.9%-28.6pp | 80.3%-58.1pp |
| Annual return | -34.26% | 7427.77%-7462.0pp | 4251.33%-4285.6pp | 373.66%-407.9pp |
| Employer contribution / active EE | $1,038 | $1,398-25.7% | $1,053-1.4% | $4,754-78.2% |
| Participant deferral / active EE | $2,339 | $2,555-8.5% | $1,923+21.6% | $6,712-65.2% |
| Admin fee / account holder | $115,871 | $3,273+3440.0% | $2,520+4497.2% | $11,409+915.6% |