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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 | $81,323 | $63,861+27.3% | $104,625-22.3% | $79,852+1.8% |
| Participation rate | 33.3% | 64.9%-31.6pp | 74.1%-40.7pp | 69.6%-36.3pp |
| Annual return | 6.32% | 21.30%-15.0pp | 340.60%-334.3pp | 31.72%-25.4pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,953 | $2,693-27.5% | $3,738-47.7% | $3,740-47.8% |
| Admin fee / account holder | $43,826 | $4,185+947.2% | $6,465+577.9% | $5,306+725.9% |