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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 | $89,832 | $64,719+38.8% | $112,249-20.0% | $68,486+31.2% |
| Participation rate | 55.3% | 67.2%-11.8pp | 75.1%-19.7pp | 67.9%-12.6pp |
| Annual return | -19.86% | -11.40%-8.5pp | 27.48%-47.3pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,520 | $3,565-1.3% | $4,729-25.6% | $4,028-12.6% |
| Admin fee / account holder | $1,847 | $5,232-64.7% | $6,412-71.2% | $5,404-65.8% |