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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 | $85,331 | $91,559-6.8% | $133,959-36.3% | $79,858+6.9% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | -1.81% | 61.85%-63.7pp | 45.09%-46.9pp | 31.72%-33.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,610 | $3,734-3.3% | $5,047-28.5% | $3,740-3.5% |
| Admin fee / account holder | $2,314 | $6,321-63.4% | $8,928-74.1% | $5,306-56.4% |