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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 | $161,092 | $68,996+133.5% | $159,991+0.7% | $68,495+135.2% |
| Participation rate | 64.3% | 65.4%-1.1pp | 78.0%-13.7pp | 67.9%-3.6pp |
| Annual return | -20.19% | -9.65%-10.5pp | 408.82%-429.0pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,557 | $4,211+150.7% | $6,183+70.8% | $4,028+162.1% |
| Admin fee / account holder | $415 | $4,797-91.3% | $8,715-95.2% | $5,403-92.3% |