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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 | $188,591 | $110,083+71.3% | $151,639+24.4% | $68,486+175.4% |
| Participation rate | 54.4% | 84.0%-29.6pp | 87.5%-33.1pp | 67.9%-13.5pp |
| Annual return | -22.43% | -10.12%-12.3pp | 3.34%-25.8pp | -7.85%-14.6pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,088 | $6,526+8.6% | $8,363-15.3% | $4,028+76.0% |
| Admin fee / account holder | $8,122 | $7,718+5.2% | $11,613-30.1% | $5,404+50.3% |