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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 | $101,820 | $48,267+111.0% | $68,808+48.0% | $68,486+48.7% |
| Participation rate | 46.7% | 60.7%-14.0pp | 69.0%-22.4pp | 67.9%-21.2pp |
| Annual return | -19.69% | -12.70%-7.0pp | -6.37%-13.3pp | -7.85%-11.8pp |
| Employer contribution / active EE | $801 | $1,829-56.2% | $2,656-69.8% | $2,597-69.1% |
| Participant deferral / active EE | $2,760 | $2,867-3.7% | $3,942-30.0% | $4,028-31.5% |
| Admin fee / account holder | $14,120 | $4,362+223.7% | $4,936+186.1% | $5,404+161.3% |