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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 | $176,283 | $100,139+76.0% | $85,187+106.9% | $145,884+20.8% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | -24.53% | 84.15%-108.7pp | 66.67%-91.2pp | 551.85%-576.4pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,333 | $5,296+114.0% | $4,525+150.5% | $6,690+69.4% |
| Admin fee / account holder | $2,250 | $7,262-69.0% | $6,162-63.5% | $13,392-83.2% |