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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 | $63,564 | $44,425+43.1% | $67,834-6.3% | $55,167+15.2% |
| Participation rate | 46.2% | 59.7%-13.5pp | 68.8%-22.6pp | 69.0%-22.8pp |
| Annual return | -0.51% | 17.80%-18.3pp | 138.47%-139.0pp | 169.23%-169.7pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,323 | $2,166-38.9% | $3,160-58.1% | $3,054-56.7% |
| Admin fee / account holder | $1,301 | $530+145.3% | $4,622-71.9% | $504+158.1% |