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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 | $90,381 | $75,832+19.2% | $147,617-38.8% | $59,633+51.6% |
| Participation rate | 32.8% | 71.6%-38.8pp | 84.6%-51.9pp | 68.7%-35.9pp |
| Annual return | -2.88% | 0.37%-3.2pp | 61.98%-64.9pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,807 | $3,131-42.3% | $4,895-63.1% | $3,192-43.4% |
| Admin fee / account holder | $4,114 | $5,986-31.3% | $11,612-64.6% | $4,297-4.3% |