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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 | $160,167 | $96,236+66.4% | $136,072+17.7% | $80,935+97.9% |
| Participation rate | 26.6% | 71.2%-44.6pp | 76.4%-49.9pp | 67.7%-41.1pp |
| Annual return | -58.15% | 28.74%-86.9pp | 580.46%-638.6pp | 35.66%-93.8pp |
| Employer contribution / active EE | $11,223 | $3,350+235.0% | $4,216+166.2% | $2,757+307.1% |
| Participant deferral / active EE | $19,189 | $5,709+236.1% | $7,028+173.0% | $4,299+346.3% |
| Admin fee / account holder | $21,522 | $8,250+160.9% | $6,718+220.4% | $6,924+210.8% |