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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 | $95,599 | $90,486+5.7% | $78,676+21.5% | $273,972-65.1% |
| Participation rate | 30.0% | 76.5%-46.5pp | 73.6%-43.6pp | 83.0%-53.0pp |
| Annual return | -5.24% | 75.62%-80.9pp | 62.19%-67.4pp | 41.46%-46.7pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,622 | $3,901-58.4% | $3,517-53.9% | $5,287-69.3% |
| Admin fee / account holder | $10,039 | $5,263+90.7% | $4,510+122.6% | $10,133-0.9% |