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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 | $79,543 | $124,425-36.1% | $112,040-29.0% | $137,256-42.0% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | -11.14% | 24.72%-35.9pp | 24.52%-35.7pp | 220.34%-231.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,548 | $5,718-55.4% | $5,098-50.0% | $6,407-60.2% |
| Admin fee / account holder | $27,211 | $15,207+78.9% | $12,098+124.9% | $12,270+121.8% |