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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 | $91,724 | $82,678+10.9% | $125,391-26.8% | $68,490+33.9% |
| Participation rate | 64.9% | 75.1%-10.2pp | 82.4%-17.5pp | 67.9%-3.0pp |
| Annual return | -20.09% | -5.97%-14.1pp | 572.41%-592.5pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,814 | $6,111+11.5% | $7,448-8.5% | $4,028+69.2% |
| Admin fee / account holder | $750 | $6,277-88.0% | $10,009-92.5% | $5,403-86.1% |