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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 | $76,659 | $76,6960% | $96,515-20.6% | $71,511+7.2% |
| Participation rate | 45.5% | 66.6%-21.1pp | 74.3%-28.9pp | 67.9%-22.5pp |
| Annual return | 11.18% | 48.32%-37.1pp | 35.73%-24.6pp | 28.86%-17.7pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,975 | $3,770-21.1% | $4,880-39.0% | $4,291-30.7% |
| Admin fee / account holder | $8,200 | $2,030+304.0% | $6,735+21.8% | $1,588+416.2% |