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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 | $68,882 | $94,529-27.1% | $140,019-50.8% | $64,173+7.3% |
| Participation rate | 65.0% | 84.1%-19.1pp | 87.5%-22.5pp | 69.6%-4.6pp |
| Annual return | -8.22% | 7.77%-16.0pp | 651.17%-659.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,721 | $5,250-29.1% | $6,927-46.3% | $3,470+7.2% |
| Admin fee / account holder | $848 | $6,741-87.4% | $10,705-92.1% | $4,887-82.7% |