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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 | $97,891 | $82,674+18.4% | $125,381-21.9% | $68,486+42.9% |
| Participation rate | 45.7% | 75.1%-29.3pp | 82.4%-36.7pp | 67.9%-22.2pp |
| Annual return | -19.61% | -5.97%-13.6pp | 572.31%-591.9pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,277 | $6,111-46.4% | $7,448-56.0% | $4,028-18.6% |
| Admin fee / account holder | $8,929 | $6,277+42.3% | $10,007-10.8% | $5,404+65.2% |