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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 | $213,512 | $109,411+95.1% | $89,435+138.7% | $158,982+34.3% |
| Participation rate | 15.4% | 74.3%-58.9pp | 68.0%-52.6pp | 82.0%-66.6pp |
| Annual return | -8.57% | 345.68%-354.2pp | 245.55%-254.1pp | 302.99%-311.6pp |
| Employer contribution / active EE | $1,396 | $3,173-56.0% | $2,587-46.0% | $4,763-70.7% |
| Participant deferral / active EE | $3,781 | $4,600-17.8% | $3,890-2.8% | $5,983-36.8% |
| Admin fee / account holder | $1,928 | $6,159-68.7% | $4,884-60.5% | $11,252-82.9% |