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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 | $101,807 | $78,423+29.8% | $95,964+6.1% | $79,856+27.5% |
| Participation rate | 64.4% | 73.5%-9.0pp | 77.1%-12.6pp | 69.6%-5.2pp |
| Annual return | -2.36% | 19.37%-21.7pp | 91.64%-94.0pp | 31.71%-34.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,690 | $3,440+7.3% | $4,167-11.4% | $3,741-1.4% |
| Admin fee / account holder | $32,255 | $5,622+473.8% | $6,797+374.5% | $5,306+507.9% |