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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 | $66,541 | $43,730+52.2% | $121,220-45.1% | $64,173+3.7% |
| Participation rate | 59.1% | 58.3%+0.7pp | 71.8%-12.7pp | 69.6%-10.5pp |
| Annual return | -9.90% | 68.94%-78.8pp | 16.94%-26.8pp | 7.63%-17.5pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,086 | $2,281+166.8% | $3,345+81.9% | $3,470+75.4% |
| Admin fee / account holder | $1,576 | $3,502-55.0% | $5,021-68.6% | $4,887-67.7% |