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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 | $61,071 | $63,703-4.1% | $93,063-34.4% | $82,448-25.9% |
| Participation rate | 63.4% | 63.8%-0.4pp | 72.1%-8.7pp | 68.1%-4.7pp |
| Annual return | 12.09% | -775.43%+787.5pp | 34.15%-22.1pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,396 | $2,919-17.9% | $3,958-39.5% | $4,139-42.1% |
| Admin fee / account holder | $12,275 | $5,982+105.2% | $6,033+103.5% | $7,234+69.7% |