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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 | $68,070 | $91,537-25.6% | $130,045-47.7% | $75,173-9.4% |
| Participation rate | 59.6% | 71.5%-11.9pp | 78.5%-18.9pp | 67.2%-7.6pp |
| Annual return | 12.67% | -631.55%+644.2pp | -137.30%+150.0pp | 160.72%-148.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,456 | $4,343-20.4% | $5,820-40.6% | $4,126-16.2% |
| Admin fee / account holder | $1,263 | $6,780-81.4% | $10,600-88.1% | $5,651-77.6% |