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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 | $63,813 | $63,703+0.2% | $93,063-31.4% | $82,448-22.6% |
| Participation rate | 29.4% | 63.8%-34.4pp | 72.1%-42.7pp | 68.1%-38.7pp |
| Annual return | 11.19% | -775.43%+786.6pp | 34.15%-23.0pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $806 | $2,919-72.4% | $3,958-79.6% | $4,139-80.5% |
| Admin fee / account holder | $5,620 | $5,982-6.1% | $6,033-6.9% | $7,234-22.3% |