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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 | $171,199 | $112,121+52.7% | $95,960+78.4% | $158,966+7.7% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | -52.67% | 171.16%-223.8pp | 91.63%-144.3pp | 302.95%-355.6pp |
| Employer contribution / active EE | $15,634 | $3,199+388.7% | $2,541+515.2% | $4,762+228.3% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $25,842 | $10,135+155.0% | $6,797+280.2% | $11,250+129.7% |