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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 | $137,303 | $54,370+152.5% | $82,763+65.9% | $68,490+100.5% |
| Participation rate | 57.1% | 63.9%-6.8pp | 72.6%-15.4pp | 67.9%-10.8pp |
| Annual return | -20.20% | -13.67%-6.5pp | 702.45%-722.6pp | -7.85%-12.3pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,148 | $3,247+150.9% | $4,395+85.4% | $4,028+102.3% |
| Admin fee / account holder | $3,163 | $4,398-28.1% | $5,325-40.6% | $5,403-41.5% |