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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 | $186,728 | $134,509+38.8% | $186,7280% | $134,509+38.8% |
| Participation rate | 45.5% | 81.2%-35.8pp | 45.5%0pp | 81.2%-35.8pp |
| Annual return | -21.81% | 418.13%-439.9pp | -21.81%0pp | 418.13%-439.9pp |
| Employer contribution / active EE | $1,162 | $4,741-75.5% | $1,1620% | $4,741-75.5% |
| Participant deferral / active EE | $6,454 | $6,400+0.8% | $6,4540% | $6,400+0.8% |
| Admin fee / account holder | $1,272 | $11,427-88.9% | $1,2720% | $11,427-88.9% |