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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 | $211,806 | $80,983+161.5% | $96,544+119.4% | $75,177+181.7% |
| Participation rate | 0.0% | 71.8%-71.8pp | 76.0%-76.0pp | 67.2%-67.2pp |
| Annual return | -17.64% | 27.05%-44.7pp | 25.88%-43.5pp | 160.75%-178.4pp |
| Employer contribution / active EE | $2,381 | $2,282+4.3% | $2,966-19.7% | $2,671-10.9% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $19,397 | $6,717+188.8% | $8,254+135.0% | $5,651+243.2% |