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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 | $162,204 | $54,357+198.4% | $82,706+96.1% | $68,495+136.8% |
| Participation rate | 32.3% | 63.9%-31.7pp | 72.6%-40.3pp | 67.9%-35.6pp |
| Annual return | -20.27% | -13.67%-6.6pp | 701.76%-722.0pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,809 | $3,246-44.3% | $4,394-58.8% | $4,028-55.1% |
| Admin fee / account holder | $663 | $4,396-84.9% | $5,329-87.6% | $5,403-87.7% |