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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 | $246,059 | $84,551+191.0% | $61,452+300.4% | $134,532+82.9% |
| Participation rate | 16.7% | 62.2%-45.5pp | 52.6%-35.9pp | 81.2%-64.6pp |
| Annual return | -22.69% | 585.39%-608.1pp | 338.96%-361.6pp | 418.27%-441.0pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,153 | $2,587-55.4% | $2,131-45.9% | $11,429-89.9% |