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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 | $68,693 | $63,703+7.8% | $93,063-26.2% | $82,448-16.7% |
| Participation rate | 38.7% | 63.8%-25.1pp | 72.1%-33.4pp | 68.1%-29.4pp |
| Annual return | 10.05% | -775.43%+785.5pp | 34.15%-24.1pp | 41.64%-31.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,664 | $2,919-43.0% | $3,958-58.0% | $4,139-59.8% |
| Admin fee / account holder | $20,207 | $5,982+237.8% | $6,033+234.9% | $7,234+179.3% |