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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 | $183,911 | $109,359+68.2% | $162,185+13.4% | $72,976+152.0% |
| Participation rate | 50.0% | 84.3%-34.3pp | 87.6%-37.6pp | 69.5%-19.5pp |
| Annual return | -5.28% | 25.46%-30.7pp | 115.61%-120.9pp | 81.02%-86.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,709 | $5,481-32.3% | $7,297-49.2% | $3,608+2.8% |
| Admin fee / account holder | $3,933 | $7,972-50.7% | $10,844-63.7% | $5,124-23.3% |