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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 | $164,815 | $92,766+77.7% | $82,763+99.1% | $134,545+22.5% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -26.94% | 946.97%-973.9pp | 702.45%-729.4pp | 418.37%-445.3pp |
| Employer contribution / active EE | $2,565 | $3,273-21.6% | $3,008-14.7% | $4,742-45.9% |
| Participant deferral / active EE | $7,063 | $4,802+47.1% | $4,395+60.7% | $6,401+10.3% |
| Admin fee / account holder | $22,115 | $5,978+270.0% | $5,325+315.3% | $11,431+93.5% |