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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 | $88,950 | $91,536-2.8% | $130,062-31.6% | $75,177+18.3% |
| Participation rate | 50.0% | 71.5%-21.5pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | -7.50% | -631.62%+624.1pp | -137.37%+129.9pp | 160.75%-168.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,889 | $4,343-56.5% | $5,821-67.5% | $4,126-54.2% |
| Admin fee / account holder | $3,937 | $6,780-41.9% | $10,601-62.9% | $5,651-30.3% |