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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 | $82,813 | $162,785-49.1% | $133,959-38.2% | $158,950-47.9% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | -4.99% | 41.94%-46.9pp | 45.09%-50.1pp | 302.91%-307.9pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,220 | $5,910-45.5% | $5,047-36.2% | $5,983-46.2% |
| Admin fee / account holder | $90,980 | $11,738+675.1% | $8,928+919.0% | $11,248+708.8% |