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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 | $124,930 | $82,028+52.3% | $123,105+1.5% | $59,633+109.5% |
| Participation rate | 55.6% | 83.2%-27.6pp | 86.8%-31.2pp | 68.7%-13.1pp |
| Annual return | -2.28% | 5.12%-7.4pp | 13.22%-15.5pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,726 | $4,667+65.6% | $6,229+24.0% | $3,192+142.1% |
| Admin fee / account holder | $2,681 | $5,879-54.4% | $9,014-70.3% | $4,297-37.6% |