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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 | $94,929 | $81,870+16.0% | $119,622-20.6% | $68,486+38.6% |
| Participation rate | 16.0% | 71.9%-55.9pp | 79.3%-63.3pp | 67.9%-51.9pp |
| Annual return | -22.06% | -23.82%+1.8pp | -14.98%-7.1pp | -7.85%-14.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,015 | $4,148-51.4% | $5,601-64.0% | $4,028-50.0% |
| Admin fee / account holder | $21,611 | $6,583+228.3% | $10,328+109.2% | $5,404+299.9% |