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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 | $78,789 | $95,917-17.9% | $79,583-1.0% | $134,545-41.4% |
| Participation rate | 58.8% | 75.0%-16.2pp | 69.5%-10.7pp | 81.2%-22.4pp |
| Annual return | -21.80% | -2.70%-19.1pp | 0.16%-22.0pp | 418.37%-440.2pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,256 | $4,694-73.2% | $3,986-68.5% | $6,401-80.4% |
| Admin fee / account holder | $688 | $9,132-92.5% | $6,835-89.9% | $11,431-94.0% |