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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 | $79,634 | $100,805-21.0% | $86,698-8.1% | $134,532-40.8% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -25.73% | 29.09%-54.8pp | 35.95%-61.7pp | 418.27%-444.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,244 | $5,339+35.7% | $4,656+55.6% | $6,401+13.2% |
| Admin fee / account holder | $7,283 | $10,925-33.3% | $7,493-2.8% | $11,429-36.3% |