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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 | $150,733 | $71,878+109.7% | $86,698+73.9% | $68,486+120.1% |
| Participation rate | 46.3% | 72.2%-25.9pp | 76.6%-30.2pp | 67.9%-21.6pp |
| Annual return | -24.17% | 3.53%-27.7pp | 35.95%-60.1pp | -7.85%-16.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,144 | $3,779+36.1% | $4,656+10.5% | $4,028+27.7% |
| Admin fee / account holder | $14,949 | $6,113+144.6% | $7,493+99.5% | $5,404+176.6% |