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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 | $119,447 | $102,422+16.6% | $147,117-18.8% | $80,959+47.5% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.7%-6.1pp |
| Annual return | -4.82% | 135.16%-140.0pp | 420.54%-425.4pp | 35.67%-40.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,616 | $6,652-15.6% | $8,065-30.4% | $4,300+30.6% |
| Admin fee / account holder | $2,093 | $7,953-73.7% | $12,993-83.9% | $6,925-69.8% |