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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 | $77,818 | $45,566+70.8% | $64,105+21.4% | $59,633+30.5% |
| Participation rate | 40.4% | 60.2%-19.7pp | 68.2%-27.7pp | 68.7%-28.2pp |
| Annual return | -4.14% | 4.95%-9.1pp | 791.24%-795.4pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,097 | $2,057-46.7% | $2,822-61.1% | $3,192-65.6% |
| Admin fee / account holder | $8,458 | $3,268+158.8% | $4,499+88.0% | $4,297+96.8% |