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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 | $141,229 | $59,834+136.0% | $79,576+77.5% | $68,495+106.2% |
| Participation rate | 44.4% | 61.1%-16.6pp | 69.5%-25.0pp | 67.9%-23.4pp |
| Annual return | -23.06% | -12.30%-10.8pp | 0.15%-23.2pp | -7.84%-15.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,253 | $3,024-25.5% | $3,985-43.5% | $4,028-44.1% |
| Admin fee / account holder | $8,728 | $4,835+80.5% | $6,834+27.7% | $5,403+61.5% |