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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 | $233,723 | $99,079+135.9% | $78,002+199.6% | $273,972-14.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | -2.61% | 217.93%-220.5pp | 425.99%-428.6pp | 41.46%-44.1pp |
| Employer contribution / active EE | $7,500 | $3,308+126.7% | $2,470+203.6% | $4,869+54.0% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,500 | $8,954-83.2% | $5,481-72.6% | $10,133-85.2% |