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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 | $136,257 | $82,674+64.8% | $125,381+8.7% | $68,486+99.0% |
| Participation rate | 47.1% | 75.1%-28.0pp | 82.4%-35.3pp | 67.9%-20.8pp |
| Annual return | -23.20% | -5.97%-17.2pp | 572.31%-595.5pp | -7.85%-15.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,517 | $6,111-26.1% | $7,448-39.4% | $4,028+12.1% |
| Admin fee / account holder | $6,434 | $6,277+2.5% | $10,007-35.7% | $5,404+19.1% |