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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 | $139,249 | $102,595+35.7% | $94,057+48.0% | $154,746-10.0% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | -4.12% | 583.42%-587.5pp | 480.62%-484.7pp | 172.34%-176.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,500 | $5,118-70.7% | $4,709-68.1% | $6,730-77.7% |
| Admin fee / account holder | $20,015 | $7,736+158.7% | $7,244+176.3% | $14,365+39.3% |