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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 | $80,936 | $82,674-2.1% | $125,363-35.4% | $68,495+18.2% |
| Participation rate | 23.3% | 75.0%-51.7pp | 82.4%-59.0pp | 67.9%-44.6pp |
| Annual return | -20.22% | -5.97%-14.3pp | 572.15%-592.4pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,198 | $6,111-47.7% | $7,447-57.1% | $4,028-20.6% |
| Admin fee / account holder | $709 | $6,276-88.7% | $10,005-92.9% | $5,403-86.9% |