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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 | $132,216 | $73,839+79.1% | $143,788-8.0% | $68,495+93.0% |
| Participation rate | 12.5% | 66.7%-54.2pp | 80.3%-67.8pp | 67.9%-55.4pp |
| Annual return | -23.22% | 1.01%-24.2pp | -0.03%-23.2pp | -7.84%-15.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,318 | $3,384-61.1% | $5,638-76.6% | $4,028-67.3% |
| Admin fee / account holder | $973 | $5,755-83.1% | $14,675-93.4% | $5,403-82.0% |