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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 | $103,134 | $81,870+26.0% | $119,634-13.8% | $68,490+50.6% |
| Participation rate | 24.0% | 71.9%-47.9pp | 79.3%-55.3pp | 67.9%-43.9pp |
| Annual return | -19.89% | -23.82%+3.9pp | -14.98%-4.9pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,160 | $4,148-47.9% | $5,601-61.4% | $4,028-46.4% |
| Admin fee / account holder | $889 | $6,583-86.5% | $10,329-91.4% | $5,403-83.5% |