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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 | $118,449 | $46,697+153.7% | $117,533+0.8% | $68,486+73.0% |
| Participation rate | 24.7% | 56.8%-32.1pp | 70.6%-45.9pp | 67.9%-43.2pp |
| Annual return | -19.69% | -14.52%-5.2pp | 29.77%-49.5pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,562 | $2,637-40.8% | $4,072-61.6% | $4,028-61.2% |
| Admin fee / account holder | $12,803 | $4,023+218.3% | $5,647+126.7% | $5,404+136.9% |