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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 | $65,780 | $45,872+43.4% | $77,096-14.7% | $68,486-3.9% |
| Participation rate | 29.7% | 55.9%-26.2pp | 67.9%-38.2pp | 67.9%-38.2pp |
| Annual return | -22.92% | 1.73%-24.6pp | 42.35%-65.3pp | -7.85%-15.1pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,427 | $2,963-51.8% | $4,429-67.8% | $4,028-64.6% |
| Admin fee / account holder | $433 | $3,041-85.7% | $5,428-92.0% | $5,404-92.0% |