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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 | $119,166 | $73,863+61.3% | $143,797-17.1% | $68,490+74.0% |
| Participation rate | 60.7% | 66.7%-6.0pp | 80.3%-19.6pp | 67.9%-7.2pp |
| Annual return | -19.42% | 0.91%-20.3pp | -0.04%-19.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,210 | $3,385+24.4% | $5,638-25.3% | $4,028+4.5% |
| Admin fee / account holder | $2,692 | $5,756-53.2% | $14,679-81.7% | $5,403-50.2% |