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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 | $171,933 | $175,646-2.1% | $129,118+33.2% | $134,532+27.8% |
| Participation rate | 68.8% | 81.6%-12.8pp | 77.2%-8.5pp | 81.2%-12.5pp |
| Annual return | -20.82% | -11.39%-9.4pp | -10.94%-9.9pp | 418.27%-439.1pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,450 | $7,970-69.3% | $6,539-62.5% | $6,401-61.7% |
| Admin fee / account holder | $15,613 | $23,578-33.8% | $14,305+9.2% | $11,429+36.6% |