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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 | $68,868 | $53,162+29.5% | $91,225-24.5% | $68,495+0.5% |
| Participation rate | 56.3% | 63.2%-7.0pp | 73.2%-17.0pp | 67.9%-11.6pp |
| Annual return | -34.72% | -3.14%-31.6pp | 114.10%-148.8pp | -7.84%-26.9pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,482 | $2,974+50.7% | $4,234+5.9% | $4,028+11.3% |
| Admin fee / account holder | $3,364 | $4,493-25.1% | $5,422-38.0% | $5,403-37.7% |