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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 | $145,052 | $81,870+77.2% | $119,622+21.3% | $68,486+111.8% |
| Participation rate | 53.3% | 71.9%-18.6pp | 79.3%-25.9pp | 67.9%-14.6pp |
| Annual return | -21.19% | -23.82%+2.6pp | -14.98%-6.2pp | -7.85%-13.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,775 | $4,148+63.3% | $5,601+21.0% | $4,028+68.2% |
| Admin fee / account holder | $4,408 | $6,583-33.0% | $10,328-57.3% | $5,404-18.4% |