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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 | $195,896 | $70,667+177.2% | $123,105+59.1% | $52,331+274.3% |
| Participation rate | 58.9% | 83.7%-24.8pp | 86.8%-27.9pp | 68.1%-9.2pp |
| Annual return | -2.79% | 6.23%-9.0pp | 13.22%-16.0pp | 4.54%-7.3pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,494 | $4,493+44.5% | $6,229+4.2% | $3,022+114.9% |
| Admin fee / account holder | $4,436 | $506+775.7% | $9,014-50.8% | $592+649.8% |