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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 | $133,039 | $90,486+47.0% | $78,676+69.1% | $273,972-51.4% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | -3.85% | 75.62%-79.5pp | 62.19%-66.0pp | 41.46%-45.3pp |
| Employer contribution / active EE | $22,836 | $3,175+619.3% | $2,850+701.3% | $4,869+369.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,538 | $5,263+62.2% | $4,510+89.3% | $10,133-15.7% |