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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 | $103,543 | $76,371+35.6% | $93,621+10.6% | $72,975+41.9% |
| Participation rate | 68.4% | 71.8%-3.3pp | 75.8%-7.4pp | 69.5%-1.1pp |
| Annual return | -25.98% | 25.82%-51.8pp | 32.76%-58.7pp | 81.01%-107.0pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,622 | $3,538+87.2% | $4,070+62.7% | $3,608+83.6% |
| Admin fee / account holder | $14,030 | $6,839+105.1% | $7,890+77.8% | $5,124+173.8% |