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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 | $175,648 | $163,687+7.3% | $108,745+61.5% | $273,972-35.9% |
| Participation rate | 61.9% | 82.3%-20.4pp | 77.7%-15.8pp | 83.0%-21.1pp |
| Annual return | -6.05% | 31.16%-37.2pp | 46.22%-52.3pp | 41.46%-47.5pp |
| Employer contribution / active EE | $0 | $4,711-100.0% | $3,323-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,959 | $7,155-16.7% | $5,121+16.4% | $5,287+12.7% |
| Admin fee / account holder | $315 | $12,890-97.6% | $6,144-94.9% | $10,133-96.9% |