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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 | $51,090 | $91,559-44.2% | $133,978-61.9% | $79,856-36.0% |
| Participation rate | 69.6% | 73.3%-3.8pp | 79.8%-10.3pp | 69.6%-0.1pp |
| Annual return | -3.45% | 61.85%-65.3pp | 45.10%-48.6pp | 31.71%-35.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,112 | $3,734-43.4% | $5,047-58.2% | $3,741-43.5% |
| Admin fee / account holder | $1,633 | $6,321-74.2% | $8,930-81.7% | $5,306-69.2% |