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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 | $78,501 | $81,870-4.1% | $119,634-34.4% | $68,490+14.6% |
| Participation rate | 68.4% | 71.9%-3.5pp | 79.3%-10.8pp | 67.9%+0.5pp |
| Annual return | -20.14% | -23.82%+3.7pp | -14.98%-5.2pp | -7.85%-12.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,437 | $4,148-17.1% | $5,601-38.6% | $4,028-14.7% |
| Admin fee / account holder | $1,071 | $6,583-83.7% | $10,329-89.6% | $5,403-80.2% |