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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 | $97,352 | $110,083-11.6% | $151,628-35.8% | $68,495+42.1% |
| Participation rate | 63.8% | 84.0%-20.2pp | 87.5%-23.7pp | 67.9%-4.1pp |
| Annual return | -19.81% | -10.12%-9.7pp | 3.34%-23.1pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,184 | $6,526+86.7% | $8,363+45.7% | $4,028+202.5% |
| Admin fee / account holder | $2,806 | $7,718-63.6% | $11,613-75.8% | $5,403-48.1% |