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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 | $139,878 | $59,813+133.9% | $79,580+75.8% | $68,486+104.2% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.5%-29.5pp | 67.9%-27.9pp |
| Annual return | -27.62% | -12.30%-15.3pp | 0.15%-27.8pp | -7.85%-19.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,066 | $3,024-31.7% | $3,985-48.2% | $4,028-48.7% |
| Admin fee / account holder | $31,144 | $4,835+544.2% | $6,835+355.6% | $5,404+476.3% |