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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 | $67,727 | $91,525-26.0% | $130,026-47.9% | $75,181-9.9% |
| Participation rate | 50.0% | 71.4%-21.4pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | 12.74% | -631.40%+644.1pp | -137.26%+150.0pp | 160.69%-147.9pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,891 | $4,342-56.4% | $5,821-67.5% | $4,126-54.2% |
| Admin fee / account holder | $2,099 | $6,778-69.0% | $10,608-80.2% | $5,650-62.9% |