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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 | $70,823 | $99,032-28.5% | $80,022-11.5% | $135,380-47.7% |
| Participation rate | 45.5% | 78.4%-32.9pp | 75.8%-30.4pp | 82.6%-37.2pp |
| Annual return | -9.65% | 15.39%-25.0pp | 11.22%-20.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,043 | $4,282-52.3% | $3,686-44.6% | $5,609-63.6% |
| Admin fee / account holder | $1,835 | $10,436-82.4% | $6,521-71.9% | $10,828-83.1% |