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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 | $88,862 | $92,219-3.6% | $76,767+15.8% | $135,380-34.4% |
| Participation rate | 41.7% | 79.8%-38.1pp | 77.0%-35.3pp | 82.6%-41.0pp |
| Annual return | -9.53% | 5.46%-15.0pp | 2.43%-12.0pp | 519.81%-529.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,996 | $4,508-55.7% | $3,852-48.2% | $5,609-64.4% |
| Admin fee / account holder | $10,446 | $10,749-2.8% | $6,675+56.5% | $10,828-3.5% |