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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 | $163,791 | $55,472+195.3% | $155,567+5.3% | $74,546+119.7% |
| Participation rate | 52.1% | 61.9%-9.8pp | 78.2%-26.1pp | 67.2%-15.1pp |
| Annual return | -4.88% | 268.72%-273.6pp | 64.74%-69.6pp | 1366.03%-1370.9pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,887 | $2,838+72.2% | $5,628-13.2% | $4,347+12.4% |
| Admin fee / account holder | $10,718 | $1,743+515.1% | $15,916-32.7% | $1,944+451.5% |