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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 | $122,554 | $91,559+33.9% | $133,978-8.5% | $79,856+53.5% |
| Participation rate | 43.3% | 73.3%-30.0pp | 79.8%-36.5pp | 69.6%-26.3pp |
| Annual return | -6.41% | 61.85%-68.3pp | 45.10%-51.5pp | 31.71%-38.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,038 | $3,734-45.4% | $5,047-59.6% | $3,741-45.5% |
| Admin fee / account holder | $2,273 | $6,321-64.0% | $8,930-74.5% | $5,306-57.2% |