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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 | $126,002 | $91,525+37.7% | $130,026-3.1% | $75,181+67.6% |
| Participation rate | 37.5% | 71.4%-33.9pp | 78.5%-41.0pp | 67.2%-29.7pp |
| Annual return | 12.04% | -631.40%+643.4pp | -137.26%+149.3pp | 160.69%-148.6pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,381 | $4,342+0.9% | $5,821-24.7% | $4,126+6.2% |
| Admin fee / account holder | $34,556 | $6,778+409.8% | $10,608+225.8% | $5,650+511.6% |