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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 | $123,208 | $85,196+44.6% | $76,383+61.3% | $145,897-15.6% |
| Participation rate | 11.1% | 82.9%-71.8pp | 79.3%-68.2pp | 80.3%-69.2pp |
| Annual return | -6.04% | 13.13%-19.2pp | 13.79%-19.8pp | 552.29%-558.3pp |
| Employer contribution / active EE | $0 | $5,268-100.0% | $4,587-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,271 | $6,386-64.4% | $5,474-58.5% | $6,689-66.1% |
| Admin fee / account holder | $19,781 | $5,786+241.9% | $5,147+284.3% | $13,390+47.7% |