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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 | $92,989 | $51,708+79.8% | $106,619-12.8% | $62,881+47.9% |
| Participation rate | 20.5% | 66.9%-46.4pp | 78.0%-57.5pp | 69.3%-48.8pp |
| Annual return | 3.40% | 4.69%-1.3pp | 9.42%-6.0pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,386 | $2,315-40.1% | $3,930-64.7% | $3,203-56.7% |
| Admin fee / account holder | $1,570 | $3,349-53.1% | $6,418-75.5% | $4,296-63.5% |