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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 | $249,931 | $92,766+169.4% | $82,763+202.0% | $134,545+85.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -21.38% | 946.97%-968.4pp | 702.45%-723.8pp | 418.37%-439.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $11,167 | $4,802+132.5% | $4,395+154.1% | $6,401+74.4% |
| Admin fee / account holder | $1,361 | $5,978-77.2% | $5,325-74.4% | $11,431-88.1% |