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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 | $150,003 | $110,083+36.3% | $151,639-1.1% | $68,486+119.0% |
| Participation rate | 52.2% | 84.0%-31.8pp | 87.5%-35.3pp | 67.9%-15.7pp |
| Annual return | -20.24% | -10.12%-10.1pp | 3.34%-23.6pp | -7.85%-12.4pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,940 | $6,526-24.3% | $8,363-40.9% | $4,028+22.7% |
| Admin fee / account holder | $1,545 | $7,718-80.0% | $11,613-86.7% | $5,404-71.4% |