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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 | $66,842 | $76,371-12.5% | $93,621-28.6% | $72,976-8.4% |
| Participation rate | 57.1% | 71.8%-14.6pp | 75.8%-18.7pp | 69.5%-12.3pp |
| Annual return | -1.69% | 25.82%-27.5pp | 32.76%-34.4pp | 81.02%-82.7pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,709 | $3,538-51.7% | $4,070-58.0% | $3,608-52.6% |
| Admin fee / account holder | $3,859 | $6,839-43.6% | $7,890-51.1% | $5,124-24.7% |