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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 | $115,728 | $81,870+41.4% | $119,634-3.3% | $68,490+69.0% |
| Participation rate | 62.2% | 71.9%-9.7pp | 79.3%-17.1pp | 67.9%-5.7pp |
| Annual return | -19.31% | -23.82%+4.5pp | -14.98%-4.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,501 | $4,148-39.7% | $5,601-55.4% | $4,028-37.9% |
| Admin fee / account holder | $6,971 | $6,583+5.9% | $10,329-32.5% | $5,403+29.0% |