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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 | $87,020 | $178,174-51.2% | $156,181-44.3% | $137,256-36.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | -28.24% | 84.19%-112.4pp | 64.87%-93.1pp | 220.34%-248.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,863 | $6,888-58.4% | $6,132-53.3% | $6,407-55.3% |
| Admin fee / account holder | $33,456 | $17,404+92.2% | $14,586+129.4% | $12,270+172.7% |