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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 | $67,626 | $82,032-17.6% | $123,106-45.1% | $59,633+13.4% |
| Participation rate | 42.1% | 83.2%-41.1pp | 86.8%-44.7pp | 68.7%-26.6pp |
| Annual return | -3.10% | 5.12%-8.2pp | 13.22%-16.3pp | 2041.40%-2044.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,835 | $4,667+25.0% | $6,229-6.3% | $3,192+82.8% |
| Admin fee / account holder | $5,264 | $5,881-10.5% | $9,015-41.6% | $4,297+22.5% |