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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 | $225,764 | $133,998+68.5% | $112,263+101.1% | $134,545+67.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -26.11% | 47.17%-73.3pp | 27.49%-53.6pp | 418.37%-444.5pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,648 | $5,292+6.7% | $4,729+19.4% | $6,401-11.8% |
| Admin fee / account holder | $50,231 | $7,493+570.4% | $6,410+683.6% | $11,431+339.4% |