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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 | $78,795 | $96,956-18.7% | $69,779+12.9% | $273,972-71.2% |
| Participation rate | 27.3% | 77.1%-49.8pp | 71.8%-44.6pp | 83.0%-55.7pp |
| Annual return | -0.11% | 12.93%-13.0pp | 12.99%-13.1pp | 41.46%-41.6pp |
| Employer contribution / active EE | $651 | $3,316-80.4% | $2,338-72.2% | $4,869-86.6% |
| Participant deferral / active EE | $3,207 | $3,744-14.3% | $2,931+9.4% | $5,287-39.3% |
| Admin fee / account holder | $85,238 | $7,934+974.3% | $4,381+1845.7% | $10,133+741.2% |