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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 | $106,487 | $110,083-3.3% | $151,639-29.8% | $68,486+55.5% |
| Participation rate | 51.4% | 84.0%-32.5pp | 87.5%-36.1pp | 67.9%-16.5pp |
| Annual return | -20.99% | -10.12%-10.9pp | 3.34%-24.3pp | -7.85%-13.1pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,163 | $6,526-36.2% | $8,363-50.2% | $4,028+3.4% |
| Admin fee / account holder | $3,223 | $7,718-58.2% | $11,613-72.3% | $5,404-40.4% |