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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 | $232,282 | $138,102+68.2% | $125,381+85.3% | $134,532+72.7% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -21.00% | 750.73%-771.7pp | 572.31%-593.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $2,327 | $5,245-55.6% | $4,815-51.7% | $4,741-50.9% |
| Participant deferral / active EE | $6,496 | $7,801-16.7% | $7,448-12.8% | $6,401+1.5% |
| Admin fee / account holder | $1,698 | $11,568-85.3% | $10,007-83.0% | $11,429-85.1% |