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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 | $86,051 | $48,364+77.9% | $71,796+19.9% | $62,881+36.8% |
| Participation rate | 25.7% | 60.6%-34.9pp | 69.1%-43.4pp | 69.3%-43.6pp |
| Annual return | 2.86% | 13.16%-10.3pp | 78.04%-75.2pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,152 | $2,091+2.9% | $2,794-23.0% | $3,203-32.8% |
| Admin fee / account holder | $15,733 | $3,771+317.2% | $4,815+226.8% | $4,296+266.3% |