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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 | $150,372 | $142,392+5.6% | $119,622+25.7% | $134,532+11.8% |
| Participation rate | 65.2% | 82.8%-17.6pp | 79.3%-14.0pp | 81.2%-16.0pp |
| Annual return | -20.78% | -12.46%-8.3pp | -14.98%-5.8pp | 418.27%-439.0pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,697 | $6,467-58.3% | $5,601-51.8% | $6,401-57.9% |
| Admin fee / account holder | $11,895 | $13,593-12.5% | $10,328+15.2% | $11,429+4.1% |