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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 | $70,171 | $56,484+24.2% | $169,452-58.6% | $64,173+9.3% |
| Participation rate | 26.6% | 64.5%-38.0pp | 77.8%-51.2pp | 69.6%-43.0pp |
| Annual return | -11.58% | -1.55%-10.0pp | 1.83%-13.4pp | 7.63%-19.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,296 | $3,448-62.4% | $5,277-75.4% | $3,470-62.6% |
| Admin fee / account holder | $6,882 | $4,174+64.9% | $9,110-24.5% | $4,887+40.8% |