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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 | $76,305 | $91,537-16.6% | $130,045-41.3% | $75,173+1.5% |
| Participation rate | 54.5% | 71.5%-16.9pp | 78.5%-24.0pp | 67.2%-12.7pp |
| Annual return | 12.35% | -631.55%+643.9pp | -137.30%+149.7pp | 160.72%-148.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,358 | $4,343-22.7% | $5,820-42.3% | $4,126-18.6% |
| Admin fee / account holder | $8,188 | $6,780+20.8% | $10,600-22.8% | $5,651+44.9% |