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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 | $93,015 | $73,009+27.4% | $90,760+2.5% | $68,486+35.8% |
| Participation rate | 68.0% | 70.8%-2.8pp | 75.7%-7.7pp | 67.9%+0.1pp |
| Annual return | -20.06% | -13.81%-6.3pp | -12.16%-7.9pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,703 | $3,626+2.1% | $4,565-18.9% | $4,028-8.1% |
| Admin fee / account holder | $1,601 | $5,896-72.8% | $8,444-81.0% | $5,404-70.4% |