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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 | $100,805+0.1% | $86,698+16.4% | $134,532-25.0% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -22.61% | 29.09%-51.7pp | 35.95%-58.6pp | 418.27%-440.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,076 | $5,339-42.4% | $4,656-33.9% | $6,401-51.9% |
| Admin fee / account holder | $5,278 | $10,925-51.7% | $7,493-29.6% | $11,429-53.8% |