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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 | $150,157 | $158,852-5.5% | $121,220+23.9% | $135,380+10.9% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.8%-38.4pp | 82.6%-49.3pp |
| Annual return | -9.65% | -0.64%-9.0pp | 16.94%-26.6pp | 519.81%-529.5pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,178 | $4,006-20.7% | $3,345-5.0% | $5,609-43.3% |
| Admin fee / account holder | $3,915 | $6,515-39.9% | $5,021-22.0% | $10,828-63.8% |