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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 | $196,626 | $87,542+124.6% | $75,782+159.5% | $125,393+56.8% |
| Participation rate | 22.2% | 80.2%-57.9pp | 75.8%-53.6pp | 83.2%-61.0pp |
| Annual return | -4.71% | 13.48%-18.2pp | 9.68%-14.4pp | 282.23%-286.9pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $3,513 | $6,502-46.0% | $5,300-33.7% | $9,541-63.2% |