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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 | $141,244 | $72,486+94.9% | $87,103+62.2% | $72,976+93.5% |
| Participation rate | 36.4% | 72.8%-36.4pp | 76.9%-40.5pp | 69.5%-33.1pp |
| Annual return | -3.14% | 24.46%-27.6pp | 28.19%-31.3pp | 81.02%-84.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,967 | $3,270-39.8% | $4,049-51.4% | $3,608-45.5% |
| Admin fee / account holder | $5,237 | $5,055+3.6% | $7,491-30.1% | $5,124+2.2% |