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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 | $189,487 | $112,131+69.0% | $95,964+97.5% | $158,982+19.2% |
| Participation rate | 54.5% | 79.0%-24.4pp | 77.1%-22.5pp | 82.0%-27.4pp |
| Annual return | -28.12% | 171.19%-199.3pp | 91.64%-119.8pp | 302.99%-331.1pp |
| Employer contribution / active EE | $20,407 | $3,199+537.9% | $2,541+703.0% | $4,763+328.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,778 | $10,136-43.0% | $6,797-15.0% | $11,252-48.7% |