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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 | $242,335 | $126,661+91.3% | $113,397+113.7% | $138,895+74.5% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.5%-36.5pp | 79.9%-39.9pp |
| Annual return | -23.71% | 25.05%-48.8pp | 23.20%-46.9pp | 145.39%-169.1pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,629 | $5,693-53.8% | $5,076-48.2% | $6,396-58.9% |
| Admin fee / account holder | $213,289 | $14,549+1366.0% | $11,957+1683.8% | $12,562+1597.9% |