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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 | $78,942 | $81,870-3.6% | $119,622-34.0% | $68,486+15.3% |
| Participation rate | 45.7% | 71.9%-26.2pp | 79.3%-33.5pp | 67.9%-22.2pp |
| Annual return | -19.15% | -23.82%+4.7pp | -14.98%-4.2pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,126 | $4,148-48.8% | $5,601-62.0% | $4,028-47.2% |
| Admin fee / account holder | $6,079 | $6,583-7.7% | $10,328-41.1% | $5,404+12.5% |