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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 | $135,389 | $91,537+47.9% | $130,045+4.1% | $75,173+80.1% |
| Participation rate | 62.5% | 71.5%-9.0pp | 78.5%-16.0pp | 67.2%-4.7pp |
| Annual return | 12.08% | -631.55%+643.6pp | -137.30%+149.4pp | 160.72%-148.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,308 | $4,343+22.2% | $5,820-8.8% | $4,126+28.6% |
| Admin fee / account holder | $3,928 | $6,780-42.1% | $10,600-62.9% | $5,651-30.5% |