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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 | $65,920 | $63,703+3.5% | $93,063-29.2% | $82,448-20.0% |
| Participation rate | 32.0% | 63.8%-31.8pp | 72.1%-40.1pp | 68.1%-36.1pp |
| Annual return | 12.19% | -775.43%+787.6pp | 34.15%-22.0pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,542 | $2,919-47.2% | $3,958-61.0% | $4,139-62.7% |
| Admin fee / account holder | $1,290 | $5,982-78.4% | $6,033-78.6% | $7,234-82.2% |