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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 | $220,774 | $138,114+59.8% | $125,391+76.1% | $134,545+64.1% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -23.41% | 750.88%-774.3pp | 572.41%-595.8pp | 418.37%-441.8pp |
| Employer contribution / active EE | $2,079 | $5,246-60.4% | $4,816-56.8% | $4,742-56.1% |
| Participant deferral / active EE | $6,548 | $7,801-16.1% | $7,448-12.1% | $6,401+2.3% |
| Admin fee / account holder | $1,326 | $11,570-88.5% | $10,009-86.8% | $11,431-88.4% |