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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 | $100,945 | $100,792+0.2% | $86,691+16.4% | $134,509-25.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -22.61% | 29.08%-51.7pp | 35.94%-58.6pp | 418.13%-440.7pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,076 | $5,339-42.4% | $4,656-33.9% | $6,400-51.9% |
| Admin fee / account holder | $5,278 | $10,924-51.7% | $7,492-29.5% | $11,427-53.8% |