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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 | $68,159 | $54,380+25.3% | $68,509-0.5% | $59,633+14.3% |
| Participation rate | 31.8% | 70.2%-38.4pp | 74.7%-42.9pp | 68.7%-36.9pp |
| Annual return | -3.67% | 2.83%-6.5pp | 8.27%-11.9pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,631 | $2,643-0.4% | $3,382-22.2% | $3,192-17.6% |
| Admin fee / account holder | $4,552 | $3,885+17.2% | $5,275-13.7% | $4,297+5.9% |