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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 | $65,144 | $77,638-16.1% | $156,551-58.4% | $62,881+3.6% |
| Participation rate | 65.4% | 71.2%-5.8pp | 84.0%-18.6pp | 69.3%-3.9pp |
| Annual return | 3.90% | 50.33%-46.4pp | 32.23%-28.3pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,621 | $3,046-13.9% | $4,871-46.2% | $3,203-18.2% |
| Admin fee / account holder | $1,193 | $5,561-78.5% | $13,028-90.8% | $4,296-72.2% |