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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 | $118,373 | $70,532+67.8% | $68,948+71.7% | $137,256-13.8% |
| Participation rate | 10.0% | 81.0%-71.0pp | 79.2%-69.2pp | 80.0%-70.0pp |
| Annual return | -3.92% | 32.56%-36.5pp | 28.39%-32.3pp | 220.34%-224.3pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $4,165-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,773-100.0% | $6,186-100.0% | $6,407-100.0% |
| Admin fee / account holder | $22,180 | $7,916+180.2% | $7,539+194.2% | $12,270+80.8% |