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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 | $82,538 | $82,674-0.2% | $125,381-34.2% | $68,486+20.5% |
| Participation rate | 53.1% | 75.1%-21.9pp | 82.4%-29.3pp | 67.9%-14.8pp |
| Annual return | -37.52% | -5.97%-31.6pp | 572.31%-609.8pp | -7.85%-29.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,367 | $6,111+86.0% | $7,448+52.6% | $4,028+182.2% |
| Admin fee / account holder | $1,381 | $6,277-78.0% | $10,007-86.2% | $5,404-74.4% |