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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 | $139,492 | $65,566+112.8% | $86,235+61.8% | $75,177+85.6% |
| Participation rate | 48.7% | 60.5%-11.8pp | 69.0%-20.3pp | 67.2%-18.5pp |
| Annual return | -8.37% | 46.07%-54.4pp | 1170.03%-1178.4pp | 160.75%-169.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,657 | $3,023-45.2% | $3,987-58.4% | $4,126-59.8% |
| Admin fee / account holder | $30,970 | $5,470+466.2% | $6,856+351.7% | $5,651+448.0% |