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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 | $151,390 | $88,754+70.6% | $81,820+85.0% | $145,877+3.8% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | -3.01% | 1031.77%-1034.8pp | 777.93%-780.9pp | 551.28%-554.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,252 | $4,648-73.1% | $4,323-71.0% | $6,691-81.3% |
| Admin fee / account holder | $544 | $8,424-93.5% | $7,391-92.6% | $13,402-95.9% |