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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 | $61,407 | $52,279+17.5% | $89,435-31.3% | $79,856-23.1% |
| Participation rate | 40.6% | 57.5%-16.9pp | 68.0%-27.4pp | 69.6%-29.0pp |
| Annual return | -11.81% | 22.16%-34.0pp | 245.55%-257.4pp | 31.71%-43.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,511 | $2,740+28.1% | $3,890-9.8% | $3,741-6.1% |
| Admin fee / account holder | $3,736 | $3,356+11.3% | $4,884-23.5% | $5,306-29.6% |