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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 | $189,838 | $82,674+129.6% | $125,381+51.4% | $68,486+177.2% |
| Participation rate | 44.0% | 75.1%-31.1pp | 82.4%-38.4pp | 67.9%-23.9pp |
| Annual return | -35.70% | -5.97%-29.7pp | 572.31%-608.0pp | -7.85%-27.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,623 | $6,111+41.1% | $7,448+15.8% | $4,028+114.1% |
| Admin fee / account holder | $15,979 | $6,277+154.6% | $10,007+59.7% | $5,404+195.7% |