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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 | $239,755 | $93,346+156.8% | $71,796+233.9% | $273,972-12.5% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.1%-44.1pp | 83.0%-58.0pp |
| Annual return | -0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,051 | $6,571-84.0% | $4,815-78.2% | $10,133-89.6% |