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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 | $221,071 | $92,219+139.7% | $76,767+188.0% | $135,380+63.3% |
| Participation rate | 25.0% | 79.8%-54.8pp | 77.0%-52.0pp | 82.6%-57.6pp |
| Annual return | -9.12% | 5.46%-14.6pp | 2.43%-11.6pp | 519.81%-528.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,415 | $4,508-46.4% | $3,852-37.3% | $5,609-56.9% |
| Admin fee / account holder | $1,864 | $10,749-82.7% | $6,675-72.1% | $10,828-82.8% |