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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 | $173,020 | $88,585+95.3% | $69,884+147.6% | $134,532+28.6% |
| Participation rate | 63.6% | 74.9%-11.3pp | 70.5%-6.8pp | 81.2%-17.6pp |
| Annual return | -25.34% | 442.80%-468.1pp | 190.81%-216.2pp | 418.27%-443.6pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,064 | $4,770-14.8% | $3,848+5.6% | $6,401-36.5% |
| Admin fee / account holder | $13,437 | $10,441+28.7% | $6,266+114.4% | $11,429+17.6% |