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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 | $69,265 | $73,863-6.2% | $143,797-51.8% | $68,490+1.1% |
| Participation rate | 12.2% | 66.7%-54.4pp | 80.3%-68.1pp | 67.9%-55.7pp |
| Annual return | -48.05% | 0.91%-49.0pp | -0.04%-48.0pp | -7.85%-40.2pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,787 | $3,385-17.6% | $5,638-50.6% | $4,028-30.8% |
| Admin fee / account holder | $617 | $5,756-89.3% | $14,679-95.8% | $5,403-88.6% |