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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 | $171,263 | $102,663+66.8% | $86,216+98.6% | $139,466+22.8% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.0%-32.6pp | 80.3%-44.0pp |
| Annual return | -5.10% | 1924.52%-1929.6pp | 1169.42%-1174.5pp | 373.66%-378.8pp |
| Employer contribution / active EE | $1,861 | $3,035-38.7% | $2,382-21.9% | $4,754-60.9% |
| Participant deferral / active EE | $2,881 | $4,677-38.4% | $3,986-27.7% | $6,712-57.1% |
| Admin fee / account holder | $1,958 | $8,663-77.4% | $6,853-71.4% | $11,409-82.8% |