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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 | $84,542 | $70,486+19.9% | $100,528-15.9% | $79,852+5.9% |
| Participation rate | 35.2% | 73.6%-38.5pp | 79.4%-44.2pp | 69.6%-34.5pp |
| Annual return | 8.90% | 21.90%-13.0pp | 30.90%-22.0pp | 31.72%-22.8pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,470 | $5,182-52.3% | $6,271-60.6% | $3,740-34.0% |
| Admin fee / account holder | $14,257 | $4,480+218.2% | $8,084+76.4% | $5,306+168.7% |