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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 | $160,574 | $72,273+122.2% | $101,275+58.6% | $79,856+101.1% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | -3.62% | 22.30%-25.9pp | 46.48%-50.1pp | 31.71%-35.3pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,438 | $3,282+187.6% | $4,371+115.9% | $3,741+152.3% |
| Admin fee / account holder | $41,429 | $4,401+841.3% | $5,948+596.5% | $5,306+680.7% |