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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 | $162,678 | $95,580+70.2% | $76,872+111.6% | $139,466+16.6% |
| Participation rate | 60.0% | 74.0%-14.0pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | -4.32% | 55.00%-59.3pp | 37.90%-42.2pp | 373.66%-378.0pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,962 | $4,623+50.6% | $3,832+81.7% | $6,712+3.7% |
| Admin fee / account holder | $1,623 | $8,302-80.5% | $5,476-70.4% | $11,409-85.8% |