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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 | $75,842 | $69,977+8.4% | $108,582-30.2% | $62,881+20.6% |
| Participation rate | 33.3% | 72.9%-39.6pp | 79.6%-46.2pp | 69.3%-36.0pp |
| Annual return | 4.74% | 10.73%-6.0pp | -51.70%+56.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,498 | $3,165-52.7% | $4,311-65.2% | $3,203-53.2% |
| Admin fee / account holder | $12,445 | $5,076+145.1% | $7,645+62.8% | $4,296+189.7% |