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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 | $218,308 | $138,102+58.1% | $125,381+74.1% | $134,532+62.3% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -26.65% | 750.73%-777.4pp | 572.31%-599.0pp | 418.27%-444.9pp |
| Employer contribution / active EE | $4,917 | $5,245-6.3% | $4,815+2.1% | $4,741+3.7% |
| Participant deferral / active EE | $19,500 | $7,801+150.0% | $7,448+161.8% | $6,401+204.6% |
| Admin fee / account holder | $2,188 | $11,568-81.1% | $10,007-78.1% | $11,429-80.9% |