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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 | $116,604 | $100,811+15.7% | $86,698+34.5% | $134,545-13.3% |
| Participation rate | 37.5% | 79.0%-41.5pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | -25.54% | 29.11%-54.7pp | 35.96%-61.5pp | 418.37%-443.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,363 | $5,339-18.3% | $4,656-6.3% | $6,401-31.8% |
| Admin fee / account holder | $3,380 | $10,926-69.1% | $7,492-54.9% | $11,431-70.4% |