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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 | $245,453 | $100,938+143.2% | $90,461+171.3% | $158,982+54.4% |
| Participation rate | 18.2% | 75.0%-56.8pp | 72.7%-54.5pp | 82.0%-63.8pp |
| Annual return | -5.87% | 1727.20%-1733.1pp | 1294.76%-1300.6pp | 302.99%-308.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,455 | $4,350-20.6% | $3,964-12.9% | $5,983-42.3% |
| Admin fee / account holder | $3,950 | $6,510-39.3% | $5,617-29.7% | $11,252-64.9% |