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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 | $68,839 | $54,320+26.7% | $67,652+1.8% | $52,331+31.5% |
| Participation rate | 36.0% | 73.6%-37.6pp | 75.7%-39.6pp | 68.1%-32.1pp |
| Annual return | -3.00% | 6.81%-9.8pp | 6625.04%-6628.0pp | 4.54%-7.5pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,018 | $2,950-31.6% | $3,560-43.3% | $3,022-33.2% |
| Admin fee / account holder | $1,643 | $527+212.0% | $4,821-65.9% | $592+177.7% |