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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 | $183,441 | $167,352+9.6% | $143,788+27.6% | $134,509+36.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -21.04% | 0.47%-21.5pp | -0.03%-21.0pp | 418.13%-439.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $14,801 | $6,447+129.6% | $5,638+162.5% | $6,400+131.2% |
| Admin fee / account holder | $7,438 | $18,091-58.9% | $14,675-49.3% | $11,427-34.9% |