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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 | $72,788 | $82,678-12.0% | $125,391-42.0% | $68,490+6.3% |
| Participation rate | 40.4% | 75.1%-34.6pp | 82.4%-42.0pp | 67.9%-27.5pp |
| Annual return | -24.01% | -5.97%-18.0pp | 572.41%-596.4pp | -7.85%-16.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,589 | $6,111-41.3% | $7,448-51.8% | $4,028-10.9% |
| Admin fee / account holder | $4,936 | $6,277-21.4% | $10,009-50.7% | $5,403-8.6% |