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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 | $113,243 | $142,409-20.5% | $119,634-5.3% | $134,545-15.8% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.3%-36.4pp | 81.2%-38.4pp |
| Annual return | -21.45% | -12.46%-9.0pp | -14.98%-6.5pp | 418.37%-439.8pp |
| Employer contribution / active EE | $2,266 | $5,224-56.6% | $4,232-46.5% | $4,742-52.2% |
| Participant deferral / active EE | $3,765 | $6,468-41.8% | $5,601-32.8% | $6,401-41.2% |
| Admin fee / account holder | $71,250 | $13,594+424.1% | $10,329+589.8% | $11,431+523.3% |