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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 | $109,906 | $71,878+52.9% | $86,698+26.8% | $68,486+60.5% |
| Participation rate | 36.1% | 72.2%-36.2pp | 76.6%-40.5pp | 67.9%-31.8pp |
| Annual return | -20.26% | 3.53%-23.8pp | 35.95%-56.2pp | -7.85%-12.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,448 | $3,779-8.8% | $4,656-26.0% | $4,028-14.4% |
| Admin fee / account holder | $3,041 | $6,113-50.2% | $7,493-59.4% | $5,404-43.7% |