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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 | $132,233 | $45,872+188.3% | $77,096+71.5% | $68,486+93.1% |
| Participation rate | 53.6% | 55.9%-2.4pp | 67.9%-14.4pp | 67.9%-14.3pp |
| Annual return | -20.14% | 1.73%-21.9pp | 42.35%-62.5pp | -7.85%-12.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,811 | $2,963+129.9% | $4,429+53.8% | $4,028+69.1% |
| Admin fee / account holder | $339 | $3,041-88.9% | $5,428-93.8% | $5,404-93.7% |