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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 | $85,094+44.8% | $76,327+61.4% | $145,877-15.5% |
| Participation rate | 11.1% | 82.9%-71.8pp | 79.2%-68.1pp | 80.3%-69.2pp |
| Annual return | -6.04% | 13.13%-19.2pp | 13.79%-19.8pp | 551.28%-557.3pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,584-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,271 | $6,390-64.5% | $5,478-58.5% | $6,691-66.1% |
| Admin fee / account holder | $19,781 | $5,773+242.7% | $5,139+284.9% | $13,402+47.6% |