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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 | $83,706 | $59,834+39.9% | $79,576+5.2% | $68,495+22.2% |
| Participation rate | 27.3% | 61.1%-33.8pp | 69.5%-42.2pp | 67.9%-40.6pp |
| Annual return | -24.56% | -12.30%-12.3pp | 0.15%-24.7pp | -7.84%-16.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,293 | $3,024-24.2% | $3,985-42.5% | $4,028-43.1% |
| Admin fee / account holder | $15,211 | $4,835+214.6% | $6,834+122.6% | $5,403+181.5% |