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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 | $99,625 | $92,219+8.0% | $76,766+29.8% | $135,382-26.4% |
| Participation rate | 47.4% | 79.8%-32.4pp | 77.0%-29.6pp | 82.6%-35.3pp |
| Annual return | -9.41% | 5.46%-14.9pp | 2.43%-11.8pp | 519.77%-529.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,022 | $4,508+100.1% | $3,851+134.3% | $5,609+60.9% |
| Admin fee / account holder | $673 | $10,749-93.7% | $6,675-89.9% | $10,829-93.8% |