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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 | $81,090 | $65,246+24.3% | $98,716-17.9% | $67,986+19.3% |
| Participation rate | 43.2% | 51.4%-8.3pp | 69.3%-26.1pp | 57.2%-14.0pp |
| Annual return | 12.32% | 20.58%-8.3pp | 31.81%-19.5pp | 31.67%-19.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,671 | $2,594+3.0% | $4,048-34.0% | $3,358-20.5% |
| Admin fee / account holder | $22,968 | $4,561+403.6% | $8,703+163.9% | $3,203+617.0% |