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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 | $69,389 | $78,428-11.5% | $95,960-27.7% | $79,852-13.1% |
| Participation rate | 67.5% | 73.5%-6.0pp | 77.1%-9.6pp | 69.6%-2.1pp |
| Annual return | -8.66% | 19.37%-28.0pp | 91.63%-100.3pp | 31.72%-40.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,842 | $3,440-17.4% | $4,167-31.8% | $3,740-24.0% |
| Admin fee / account holder | $79,078 | $5,622+1306.5% | $6,797+1063.4% | $5,306+1390.3% |