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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 | $69,421 | $71,872-3.4% | $86,691-19.9% | $68,495+1.4% |
| Participation rate | 27.4% | 72.2%-44.8pp | 76.6%-49.2pp | 67.9%-40.5pp |
| Annual return | -19.12% | 3.53%-22.6pp | 35.94%-55.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,770 | $3,779-53.1% | $4,656-62.0% | $4,028-56.0% |
| Admin fee / account holder | $907 | $6,112-85.2% | $7,492-87.9% | $5,403-83.2% |