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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 | $67,994 | $67,411+0.9% | $91,004-25.3% | $70,126-3.0% |
| Participation rate | 51.6% | 71.4%-19.8pp | 75.6%-24.0pp | 69.5%-17.9pp |
| Annual return | 6.75% | -40.16%+46.9pp | 4.60%+2.1pp | 73.15%-66.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,259 | $2,823-55.4% | $3,548-64.5% | $3,332-62.2% |
| Admin fee / account holder | $1,010 | $4,236-76.2% | $5,417-81.4% | $4,645-78.3% |