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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 | $131,369 | $85,790+53.1% | $67,313+95.2% | $135,380-3.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -10.13% | -0.54%-9.6pp | -4.08%-6.1pp | 519.81%-529.9pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,436 | $4,651-26.1% | $3,568-3.7% | $5,609-38.8% |
| Admin fee / account holder | $2,262 | $6,392-64.6% | $4,507-49.8% | $10,828-79.1% |