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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 | $127,741 | $58,493+118.4% | $84,023+52.0% | $72,976+75.0% |
| Participation rate | 43.9% | 61.2%-17.3pp | 69.0%-25.1pp | 69.5%-25.6pp |
| Annual return | -3.05% | 28.93%-32.0pp | 71.32%-74.4pp | 81.02%-84.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,208 | $2,394-49.5% | $3,239-62.7% | $3,608-66.5% |
| Admin fee / account holder | $4,409 | $4,569-3.5% | $6,102-27.7% | $5,124-13.9% |