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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 | $62,840 | $48,364+29.9% | $71,793-12.5% | $62,881-0.1% |
| Participation rate | 50.0% | 60.6%-10.6pp | 69.1%-19.1pp | 69.3%-19.3pp |
| Annual return | 1.73% | 13.16%-11.4pp | 78.04%-76.3pp | 20.14%-18.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,951 | $2,091-6.7% | $2,794-30.2% | $3,203-39.1% |
| Admin fee / account holder | $9,159 | $3,771+142.9% | $4,815+90.2% | $4,296+113.2% |