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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 | $104,697 | $82,314+27.2% | $68,808+52.2% | $134,532-22.2% |
| Participation rate | 44.4% | 75.1%-30.6pp | 69.0%-24.6pp | 81.2%-36.8pp |
| Annual return | -22.01% | -2.18%-19.8pp | -6.37%-15.6pp | 418.27%-440.3pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,770 | $4,740+106.1% | $3,942+147.9% | $6,401+52.6% |
| Admin fee / account holder | $22,196 | $6,484+242.3% | $4,936+349.7% | $11,429+94.2% |