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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 | $79,805 | $100,811-20.8% | $86,698-8.0% | $134,545-40.7% |
| Participation rate | 22.2% | 79.0%-56.7pp | 76.6%-54.4pp | 81.2%-59.0pp |
| Annual return | -20.96% | 29.11%-50.1pp | 35.96%-56.9pp | 418.37%-439.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,528 | $5,339-33.9% | $4,656-24.2% | $6,401-44.9% |
| Admin fee / account holder | $3,350 | $10,926-69.3% | $7,492-55.3% | $11,431-70.7% |