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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 | $86,495 | $59,813+44.6% | $79,580+8.7% | $68,486+26.3% |
| Participation rate | 36.8% | 61.1%-24.2pp | 69.5%-32.6pp | 67.9%-31.1pp |
| Annual return | -19.99% | -12.30%-7.7pp | 0.15%-20.1pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,294 | $3,024+42.0% | $3,985+7.7% | $4,028+6.6% |
| Admin fee / account holder | $2,429 | $4,835-49.8% | $6,835-64.5% | $5,404-55.1% |