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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 | $47,630 | $63,703-25.2% | $93,063-48.8% | $82,448-42.2% |
| Participation rate | 56.7% | 63.8%-7.2pp | 72.1%-15.4pp | 68.1%-11.4pp |
| Annual return | 10.51% | -775.43%+785.9pp | 34.15%-23.6pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,091 | $2,919-62.6% | $3,958-72.4% | $4,139-73.6% |
| Admin fee / account holder | $3,621 | $5,982-39.5% | $6,033-40.0% | $7,234-49.9% |