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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 | $135,182 | $142,392-5.1% | $119,622+13.0% | $134,532+0.5% |
| Participation rate | 36.4% | 82.8%-46.5pp | 79.3%-42.9pp | 81.2%-44.9pp |
| Annual return | -20.06% | -12.46%-7.6pp | -14.98%-5.1pp | 418.27%-438.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,263 | $6,467-34.1% | $5,601-23.9% | $6,401-33.4% |
| Admin fee / account holder | $17,908 | $13,593+31.7% | $10,328+73.4% | $11,429+56.7% |