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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 | $71,425 | $83,090-14.0% | $130,062-45.1% | $71,529-0.1% |
| Participation rate | 38.1% | 74.1%-36.1pp | 78.5%-40.5pp | 67.9%-29.9pp |
| Annual return | 5.55% | 20.61%-15.1pp | -137.37%+142.9pp | 28.97%-23.4pp |
| Employer contribution / active EE | $0 | $2,624-100.0% | $4,322-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,455 | $4,436-44.7% | $5,821-57.8% | $4,291-42.8% |
| Admin fee / account holder | $4,274 | $1,727+147.5% | $10,601-59.7% | $1,588+169.1% |