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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 | $91,066 | $131,835-30.9% | $108,582-16.1% | $273,972-66.8% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.6%-10.3pp | 83.0%-13.8pp |
| Annual return | -5.20% | -91.57%+86.4pp | -51.70%+46.5pp | 41.46%-46.7pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,595 | $5,127-10.4% | $4,311+6.6% | $5,287-13.1% |
| Admin fee / account holder | $7,964 | $10,253-22.3% | $7,645+4.2% | $10,133-21.4% |