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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 | $85,489 | $90,590-5.6% | $90,782-5.8% | $135,380-36.9% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.7%-49.3pp | 82.6%-49.3pp |
| Annual return | -10.51% | -3.40%-7.1pp | -3.42%-7.1pp | 519.81%-530.3pp |
| Employer contribution / active EE | $2,003 | $4,352-54.0% | $4,105-51.2% | $4,779-58.1% |
| Participant deferral / active EE | $6,477 | $5,407+19.8% | $5,366+20.7% | $5,609+15.5% |
| Admin fee / account holder | $396 | $7,683-94.8% | $5,908-93.3% | $10,828-96.3% |