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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 | $77,378 | $158,852-51.3% | $121,220-36.2% | $135,379-42.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -9.56% | -0.64%-8.9pp | 16.94%-26.5pp | 519.79%-529.3pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,242 | $4,006+5.9% | $3,345+26.8% | $5,609-24.4% |
| Admin fee / account holder | $2,058 | $6,515-68.4% | $5,021-59.0% | $10,828-81.0% |