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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 | $95,348 | $105,158-9.3% | $94,672+0.7% | $139,487-31.6% |
| Participation rate | 62.5% | 82.4%-19.9pp | 80.8%-18.3pp | 80.3%-17.8pp |
| Annual return | 4.14% | 38.11%-34.0pp | 156.89%-152.7pp | 373.84%-369.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,581 | $7,599-66.0% | $7,417-65.2% | $6,713-61.5% |
| Admin fee / account holder | $196,778 | $8,972+2093.3% | $7,222+2624.8% | $11,407+1625.0% |