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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 | $101,467 | $100,792+0.7% | $86,691+17.0% | $134,509-24.6% |
| Participation rate | 47.4% | 78.9%-31.6pp | 76.6%-29.2pp | 81.2%-33.9pp |
| Annual return | -20.90% | 29.08%-50.0pp | 35.94%-56.8pp | 418.13%-439.0pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,935 | $5,339-45.0% | $4,656-37.0% | $6,400-54.1% |
| Admin fee / account holder | $5,214 | $10,924-52.3% | $7,492-30.4% | $11,427-54.4% |