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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 | $67,647 | $77,816-13.1% | $123,552-45.2% | $64,173+5.4% |
| Participation rate | 42.4% | 74.7%-32.3pp | 82.3%-39.9pp | 69.6%-27.1pp |
| Annual return | -9.69% | 12.49%-22.2pp | 119.20%-128.9pp | 7.63%-17.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,955 | $5,240-24.5% | $6,426-38.5% | $3,470+14.0% |
| Admin fee / account holder | $10,447 | $5,519+89.3% | $9,285+12.5% | $4,887+113.8% |