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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 | $106,473 | $53,162+100.3% | $91,225+16.7% | $68,486+55.5% |
| Participation rate | 13.9% | 63.2%-49.3pp | 73.2%-59.3pp | 67.9%-54.0pp |
| Annual return | -25.48% | -3.14%-22.3pp | 114.12%-139.6pp | -7.85%-17.6pp |
| Employer contribution / active EE | $675 | $1,709-60.5% | $2,851-76.3% | $2,597-74.0% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,233-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,461 | $4,493-23.0% | $5,422-36.2% | $5,404-35.9% |