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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 | $231,423 | $138,102+67.6% | $125,381+84.6% | $134,532+72.0% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -20.73% | 750.73%-771.5pp | 572.31%-593.0pp | 418.27%-439.0pp |
| Employer contribution / active EE | $5,476 | $5,245+4.4% | $4,815+13.7% | $4,741+15.5% |
| Participant deferral / active EE | $8,597 | $7,801+10.2% | $7,448+15.4% | $6,401+34.3% |
| Admin fee / account holder | $25,369 | $11,568+119.3% | $10,007+153.5% | $11,429+122.0% |