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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 | $69,943 | $67,411+3.8% | $91,004-23.1% | $70,126-0.3% |
| Participation rate | 42.7% | 71.4%-28.7pp | 75.6%-32.9pp | 69.5%-26.9pp |
| Annual return | 12.33% | -40.16%+52.5pp | 4.60%+7.7pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,111 | $2,823-25.2% | $3,548-40.5% | $3,332-36.6% |
| Admin fee / account holder | $2,705 | $4,236-36.1% | $5,417-50.1% | $4,645-41.8% |