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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 | $81,871 | $63,314+29.3% | $91,004-10.0% | $62,293+31.4% |
| Participation rate | 26.9% | 73.3%-46.4pp | 75.6%-48.7pp | 69.5%-42.6pp |
| Annual return | 13.07% | 21.00%-7.9pp | 4.60%+8.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,866 | $2,944-36.6% | $3,548-47.4% | $3,169-41.1% |
| Admin fee / account holder | $14,577 | $468+3017.5% | $5,417+169.1% | $479+2941.1% |