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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 | $91,732 | $58,726+56.2% | $142,898-35.8% | $85,847+6.9% |
| Participation rate | 13.5% | 58.5%-45.0pp | 72.0%-58.4pp | 69.3%-55.8pp |
| Annual return | -10.20% | 27.73%-37.9pp | 5639.64%-5649.8pp | 318.61%-328.8pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,677 | $2,609-35.7% | $3,838-56.3% | $3,952-57.6% |
| Admin fee / account holder | $53,167 | $4,234+1155.6% | $6,560+710.4% | $6,261+749.2% |