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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 | $153,220 | $72,404+111.6% | $110,243+39.0% | $64,173+138.8% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.6%-1.6pp |
| Annual return | -10.05% | -6.29%-3.8pp | 314.76%-324.8pp | 7.63%-17.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,480 | $3,469+144.4% | $4,672+81.5% | $3,470+144.4% |
| Admin fee / account holder | $4,535 | $5,664-19.9% | $8,548-46.9% | $4,887-7.2% |