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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 | $72,216 | $84,527-14.6% | $67,711+6.7% | $125,393-42.4% |
| Participation rate | 43.5% | 74.8%-31.3pp | 67.5%-24.0pp | 83.2%-39.7pp |
| Annual return | -4.05% | 2.57%-6.6pp | 25.41%-29.5pp | 282.23%-286.3pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,986 | $4,429-55.2% | $3,585-44.6% | $5,351-62.9% |
| Admin fee / account holder | $1,078 | $5,340-79.8% | $4,255-74.7% | $9,541-88.7% |