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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 | $62,856 | $69,977-10.2% | $108,582-42.1% | $62,8810% |
| Participation rate | 41.2% | 72.9%-31.7pp | 79.6%-38.4pp | 69.3%-28.1pp |
| Annual return | 2.70% | 10.73%-8.0pp | -51.70%+54.4pp | 20.14%-17.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,713 | $3,165-45.9% | $4,311-60.3% | $3,203-46.5% |
| Admin fee / account holder | $13,482 | $5,076+165.6% | $7,645+76.3% | $4,296+213.8% |