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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 | $98,674 | $85,060+16.0% | $70,548+39.9% | $139,456-29.2% |
| Participation rate | 52.4% | 73.9%-21.5pp | 68.3%-16.0pp | 80.3%-27.9pp |
| Annual return | -10.43% | 30.38%-40.8pp | 32.78%-43.2pp | 373.45%-383.9pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,642 | $5,890-55.1% | $4,567-42.1% | $6,711-60.6% |
| Admin fee / account holder | $585 | $8,925-93.4% | $6,424-90.9% | $11,407-94.9% |