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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 | $170,194 | $46,697+264.5% | $117,529+44.8% | $68,490+148.5% |
| Participation rate | 42.3% | 56.8%-14.5pp | 70.6%-28.3pp | 67.9%-25.6pp |
| Annual return | -22.81% | -14.52%-8.3pp | 29.77%-52.6pp | -7.85%-15.0pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,159 | $2,637+57.7% | $4,072+2.1% | $4,028+3.3% |
| Admin fee / account holder | $790 | $4,023-80.4% | $5,645-86.0% | $5,403-85.4% |