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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 | $55,470+195.3% | $155,556+5.3% | $74,478+119.9% |
| Participation rate | 52.1% | 61.9%-9.8pp | 78.2%-26.1pp | 67.2%-15.1pp |
| Annual return | -4.88% | 269.80%-274.7pp | 64.84%-69.7pp | 1370.56%-1375.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,887 | $2,838+72.2% | $5,631-13.2% | $4,350+12.3% |
| Admin fee / account holder | $10,718 | $1,744+514.5% | $15,885-32.5% | $1,946+450.8% |