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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 | $81,276 | $49,791+63.2% | $78,210+3.9% | $70,126+15.9% |
| Participation rate | 46.5% | 62.3%-15.8pp | 68.7%-22.2pp | 69.5%-23.0pp |
| Annual return | 11.05% | 20.75%-9.7pp | 40.90%-29.9pp | 73.15%-62.1pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,053 | $2,150-4.5% | $2,823-27.3% | $3,332-38.4% |
| Admin fee / account holder | $8,490 | $3,181+166.9% | $3,758+125.9% | $4,645+82.8% |