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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 | $112,099+69.0% | $95,954+97.5% | $158,931+19.2% |
| Participation rate | 54.5% | 79.0%-24.4pp | 77.1%-22.5pp | 82.0%-27.4pp |
| Annual return | -28.12% | 171.12%-199.2pp | 91.62%-119.7pp | 302.86%-331.0pp |
| Employer contribution / active EE | $20,407 | $3,198+538.1% | $2,541+703.1% | $4,761+328.6% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $5,778 | $10,132-43.0% | $6,796-15.0% | $11,247-48.6% |