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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 | $219,833 | $100,792+118.1% | $86,691+153.6% | $134,509+63.4% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -22.98% | 29.08%-52.1pp | 35.94%-58.9pp | 418.13%-441.1pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,995 | $5,339+12.3% | $4,656+28.8% | $6,400-6.3% |
| Admin fee / account holder | $22,661 | $10,924+107.4% | $7,492+202.5% | $11,427+98.3% |