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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 | $105,184 | $91,179+15.4% | $178,499-41.1% | $79,852+31.7% |
| Participation rate | 44.7% | 69.2%-24.5pp | 81.9%-37.2pp | 69.6%-24.9pp |
| Annual return | -4.63% | 24.19%-28.8pp | 151.10%-155.7pp | 31.72%-36.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,212 | $3,236+30.2% | $5,202-19.0% | $3,740+12.6% |
| Admin fee / account holder | $2,302 | $6,749-65.9% | $13,986-83.5% | $5,306-56.6% |