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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 | $161,505 | $133,981+20.5% | $112,249+43.9% | $134,532+20.0% |
| Participation rate | 11.8% | 78.6%-66.8pp | 75.1%-63.3pp | 81.2%-69.5pp |
| Annual return | -23.51% | 47.16%-70.7pp | 27.48%-51.0pp | 418.27%-441.8pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,552 | $5,292-70.7% | $4,729-67.2% | $6,401-75.8% |
| Admin fee / account holder | $1,424 | $7,492-81.0% | $6,412-77.8% | $11,429-87.5% |