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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 | $63,468 | $53,162+19.4% | $91,225-30.4% | $68,486-7.3% |
| Participation rate | 31.1% | 63.2%-32.1pp | 73.2%-42.1pp | 67.9%-36.8pp |
| Annual return | -22.82% | -3.14%-19.7pp | 114.12%-136.9pp | -7.85%-15.0pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,458 | $2,974-51.0% | $4,233-65.5% | $4,028-63.8% |
| Admin fee / account holder | $8,089 | $4,493+80.0% | $5,422+49.2% | $5,404+49.7% |