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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 | $184,266 | $59,813+208.1% | $79,580+131.5% | $68,486+169.1% |
| Participation rate | 61.0% | 61.1%-0.1pp | 69.5%-8.5pp | 67.9%-6.9pp |
| Annual return | -22.38% | -12.30%-10.1pp | 0.15%-22.5pp | -7.85%-14.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,080 | $3,024-31.2% | $3,985-47.8% | $4,028-48.4% |
| Admin fee / account holder | $14,854 | $4,835+207.2% | $6,835+117.3% | $5,404+174.9% |