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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 | $90,248 | $134,001-32.7% | $112,258-19.6% | $134,509-32.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -20.89% | 47.15%-68.0pp | 27.47%-48.4pp | 418.13%-439.0pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,679 | $5,291-30.5% | $4,728-22.2% | $6,400-42.5% |
| Admin fee / account holder | $1,219 | $7,491-83.7% | $6,411-81.0% | $11,427-89.3% |