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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 | $224,413 | $91,537+145.2% | $130,045+72.6% | $75,173+198.5% |
| Participation rate | 4.0% | 71.5%-67.5pp | 78.5%-74.5pp | 67.2%-63.2pp |
| Annual return | 3.73% | -631.55%+635.3pp | -137.30%+141.0pp | 160.72%-157.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,482 | $6,780-33.9% | $10,600-57.7% | $5,651-20.7% |