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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 | $137,027 | $70,684+93.9% | $169,397-19.1% | $75,177+82.3% |
| Participation rate | 51.3% | 64.8%-13.5pp | 77.2%-25.9pp | 67.2%-15.9pp |
| Annual return | -3.66% | 36.38%-40.0pp | 406.23%-409.9pp | 160.75%-164.4pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,171 | $4,310-3.2% | $6,223-33.0% | $4,126+1.1% |
| Admin fee / account holder | $8,781 | $5,404+62.5% | $9,017-2.6% | $5,651+55.4% |