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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 | $216,407 | $106,005+104.1% | $92,239+134.6% | $147,585+46.6% |
| Participation rate | 22.2% | 80.4%-58.2pp | 76.5%-54.3pp | 82.8%-60.6pp |
| Annual return | 0.09% | 50.05%-50.0pp | 176.29%-176.2pp | 578.58%-578.5pp |
| Employer contribution / active EE | $13,889 | $4,333+220.5% | $3,680+277.5% | $4,876+184.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $148,984 | $6,333+2252.6% | $5,194+2768.4% | $10,886+1268.6% |