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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 | $118,831 | $78,694+51.0% | $67,652+75.6% | $125,389-5.2% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -3.33% | 9.46%-12.8pp | 6625.40%-6628.7pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,292 | $4,2920% | $3,560+20.6% | $5,352-19.8% |
| Admin fee / account holder | $1,074 | $7,403-85.5% | $4,821-77.7% | $9,541-88.7% |