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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 | $178,436 | $69,118+158.2% | $53,647+232.6% | $138,895+28.5% |
| Participation rate | 11.1% | 64.0%-52.9pp | 56.3%-45.2pp | 79.9%-68.8pp |
| Annual return | -7.48% | 248.26%-255.7pp | 358.33%-365.8pp | 145.39%-152.9pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $323 | $2,724-88.1% | $2,460-86.9% | $12,562-97.4% |