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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 | $64,153 | $94,529-32.1% | $140,019-54.2% | $64,1730% |
| Participation rate | 53.1% | 84.1%-31.0pp | 87.5%-34.4pp | 69.6%-16.4pp |
| Annual return | -8.76% | 7.77%-16.5pp | 651.15%-659.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,279 | $5,250-37.5% | $6,927-52.7% | $3,470-5.5% |
| Admin fee / account holder | $681 | $6,741-89.9% | $10,705-93.6% | $4,887-86.1% |