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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 | $100,868+143.3% | $90,414+171.5% | $158,931+54.4% |
| Participation rate | 18.2% | 75.0%-56.8pp | 72.7%-54.5pp | 82.0%-63.8pp |
| Annual return | -5.87% | 1724.58%-1730.4pp | 1293.19%-1299.1pp | 302.86%-308.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,455 | $4,348-20.5% | $3,963-12.8% | $5,982-42.3% |
| Admin fee / account holder | $3,950 | $6,502-39.3% | $5,611-29.6% | $11,247-64.9% |