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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 | $131,099 | $73,863+77.5% | $143,797-8.8% | $68,490+91.4% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -21.30% | 0.91%-22.2pp | -0.04%-21.3pp | -7.85%-13.4pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,810 | $3,385+71.7% | $5,638+3.0% | $4,028+44.2% |
| Admin fee / account holder | $5,605 | $5,756-2.6% | $14,679-61.8% | $5,403+3.7% |