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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 | $221,563 | $134,001+65.3% | $112,258+97.4% | $134,509+64.7% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -21.60% | 47.15%-68.7pp | 27.47%-49.1pp | 418.13%-439.7pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,745 | $5,291-48.1% | $4,728-42.0% | $6,400-57.1% |
| Admin fee / account holder | $3,038 | $7,491-59.4% | $6,411-52.6% | $11,427-73.4% |