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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 | $99,697 | $72,269+38.0% | $101,271-1.6% | $79,852+24.9% |
| Participation rate | 58.6% | 68.5%-9.8pp | 75.8%-17.2pp | 69.6%-11.0pp |
| Annual return | -21.33% | 22.29%-43.6pp | 46.48%-67.8pp | 31.72%-53.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,337 | $3,282-28.8% | $4,371-46.5% | $3,740-37.5% |
| Admin fee / account holder | $10,411 | $4,401+136.6% | $5,948+75.0% | $5,306+96.2% |