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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 | $185,805 | $97,732+90.1% | $83,831+121.6% | $135,380+37.2% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -13.42% | 1287.56%-1301.0pp | 850.99%-864.4pp | 519.81%-533.2pp |
| Employer contribution / active EE | $957 | $4,222-77.3% | $3,631-73.6% | $4,779-80.0% |
| Participant deferral / active EE | $3,384 | $4,683-27.7% | $4,082-17.1% | $5,609-39.7% |
| Admin fee / account holder | $1,573 | $6,675-76.4% | $5,479-71.3% | $10,828-85.5% |