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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 | $199,917 | $118,708+68.4% | $98,920+102.1% | $158,966+25.8% |
| Participation rate | 16.7% | 77.8%-61.2pp | 76.0%-59.4pp | 82.0%-65.3pp |
| Annual return | -35.29% | 372.49%-407.8pp | 196.47%-231.8pp | 302.95%-338.2pp |
| Employer contribution / active EE | $785 | $3,334-76.5% | $2,689-70.8% | $4,762-83.5% |
| Participant deferral / active EE | $2,901 | $5,089-43.0% | $4,245-31.7% | $5,983-51.5% |
| Admin fee / account holder | $1,165 | $10,134-88.5% | $6,643-82.5% | $11,250-89.6% |