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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 | $213,331 | $68,495+211.5% | $93,271+128.7% | $68,495+211.5% |
| Participation rate | 45.0% | 67.9%-22.9pp | 78.3%-33.3pp | 67.9%-22.9pp |
| Annual return | -19.67% | -7.84%-11.8pp | -21.57%+1.9pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,407 | $2,596-45.8% | $9,929-85.8% | $2,596-45.8% |
| Participant deferral / active EE | $3,535 | $4,028-12.2% | $9,537-62.9% | $4,028-12.2% |
| Admin fee / account holder | $102,295 | $5,403+1793.2% | $21,487+376.1% | $5,403+1793.2% |