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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 | $95,662 | $94,529+1.2% | $140,019-31.7% | $64,173+49.1% |
| Participation rate | 68.3% | 84.1%-15.8pp | 87.5%-19.2pp | 69.6%-1.3pp |
| Annual return | -8.78% | 7.77%-16.6pp | 651.15%-659.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,793 | $5,250-8.7% | $6,927-30.8% | $3,470+38.1% |
| Admin fee / account holder | $4,347 | $6,741-35.5% | $10,705-59.4% | $4,887-11.1% |