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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 | $190,571 | $105,210+81.1% | $159,487+19.5% | $85,851+122.0% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.8%-29.0pp | 69.3%-15.5pp |
| Annual return | -26.73% | 45.08%-71.8pp | 263.71%-290.4pp | 318.63%-345.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,503 | $5,946+43.0% | $7,354+15.6% | $3,952+115.1% |
| Admin fee / account holder | $2,606 | $6,934-62.4% | $10,804-75.9% | $6,261-58.4% |