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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 | $221,420 | $112,915+96.1% | $90,965+143.4% | $158,950+39.3% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | -7.46% | 215.75%-223.2pp | 134.57%-142.0pp | 302.91%-310.4pp |
| Employer contribution / active EE | $1,842 | $2,894-36.4% | $2,122-13.2% | $4,762-61.3% |
| Participant deferral / active EE | $8,986 | $4,128+117.7% | $3,373+166.4% | $5,983+50.2% |
| Admin fee / account holder | $2,002 | $8,044-75.1% | $5,960-66.4% | $11,248-82.2% |