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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 | $106,977 | $71,873+48.8% | $86,698+23.4% | $68,490+56.2% |
| Participation rate | 33.8% | 72.2%-38.4pp | 76.6%-42.8pp | 67.9%-34.1pp |
| Annual return | -18.89% | 3.54%-22.4pp | 35.96%-54.9pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,188 | $3,779-42.1% | $4,656-53.0% | $4,028-45.7% |
| Admin fee / account holder | $1,995 | $6,110-67.3% | $7,492-73.4% | $5,403-63.1% |