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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 | $77,914 | $211,946-63.2% | $169,452-54.0% | $135,379-42.4% |
| Participation rate | 16.7% | 82.6%-66.0pp | 77.8%-61.1pp | 82.6%-66.0pp |
| Annual return | -13.54% | 3.26%-16.8pp | 1.83%-15.4pp | 519.79%-533.3pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,975 | $6,075-67.5% | $5,277-62.6% | $5,609-64.8% |
| Admin fee / account holder | $6,399 | $11,472-44.2% | $9,110-29.8% | $10,828-40.9% |