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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 | $166,715 | $142,392+17.1% | $119,622+39.4% | $134,532+23.9% |
| Participation rate | 45.0% | 82.8%-37.8pp | 79.3%-34.3pp | 81.2%-36.2pp |
| Annual return | -22.63% | -12.46%-10.2pp | -14.98%-7.6pp | 418.27%-440.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,793 | $6,467-25.9% | $5,601-14.4% | $6,401-25.1% |
| Admin fee / account holder | $483 | $13,593-96.4% | $10,328-95.3% | $11,429-95.8% |