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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 | $119,997 | $75,832+58.2% | $147,617-18.7% | $59,633+101.2% |
| Participation rate | 24.0% | 71.6%-47.6pp | 84.6%-60.6pp | 68.7%-44.7pp |
| Annual return | -3.08% | 0.37%-3.4pp | 61.98%-65.1pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,492 | $3,131-52.3% | $4,895-69.5% | $3,192-53.3% |
| Admin fee / account holder | $1,080 | $5,986-82.0% | $11,612-90.7% | $4,297-74.9% |