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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 | $56,190 | $100,792-44.3% | $86,691-35.2% | $134,509-58.2% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -22.04% | 29.08%-51.1pp | 35.94%-58.0pp | 418.13%-440.2pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,654 | $5,339-50.3% | $4,656-43.0% | $6,400-58.5% |
| Admin fee / account holder | $6,991 | $10,924-36.0% | $7,492-6.7% | $11,427-38.8% |