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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 | $131,451 | $77,816+68.9% | $123,549+6.4% | $64,181+104.8% |
| Participation rate | 58.6% | 74.7%-16.1pp | 82.3%-23.7pp | 69.6%-10.9pp |
| Annual return | -8.33% | 12.49%-20.8pp | 119.20%-127.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,152 | $5,240+36.5% | $6,426+11.3% | $3,470+106.1% |
| Admin fee / account holder | $1,266 | $5,519-77.1% | $9,284-86.4% | $4,887-74.1% |