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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 | $140,192 | $92,743+51.2% | $82,744+69.4% | $134,532+4.2% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -23.25% | 946.63%-969.9pp | 702.22%-725.5pp | 418.27%-441.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,995 | $4,802-58.5% | $4,395-54.6% | $6,401-68.8% |
| Admin fee / account holder | $3,734 | $5,977-37.5% | $5,325-29.9% | $11,429-67.3% |