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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 | $126,330 | $73,863+71.0% | $143,797-12.1% | $68,490+84.4% |
| Participation rate | 36.4% | 66.7%-30.3pp | 80.3%-44.0pp | 67.9%-31.5pp |
| Annual return | -19.61% | 0.91%-20.5pp | -0.04%-19.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,276 | $3,385-32.7% | $5,638-59.6% | $4,028-43.5% |
| Admin fee / account holder | $5,415 | $5,756-5.9% | $14,679-63.1% | $5,403+0.2% |