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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 | $214,577 | $138,114+55.4% | $125,391+71.1% | $134,545+59.5% |
| Participation rate | 61.5% | 84.5%-23.0pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -20.72% | 750.88%-771.6pp | 572.41%-593.1pp | 418.37%-439.1pp |
| Employer contribution / active EE | $2,239 | $5,246-57.3% | $4,816-53.5% | $4,742-52.8% |
| Participant deferral / active EE | $6,110 | $7,801-21.7% | $7,448-18.0% | $6,401-4.5% |
| Admin fee / account holder | $28,937 | $11,570+150.1% | $10,009+189.1% | $11,431+153.2% |