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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 | $88,185 | $81,870+7.7% | $119,622-26.3% | $68,486+28.8% |
| Participation rate | 62.7% | 71.9%-9.2pp | 79.3%-16.6pp | 67.9%-5.2pp |
| Annual return | -19.21% | -23.82%+4.6pp | -14.98%-4.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,014 | $4,148-3.2% | $5,601-28.3% | $4,028-0.3% |
| Admin fee / account holder | $22,152 | $6,583+236.5% | $10,328+114.5% | $5,404+309.9% |