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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 | $71,598 | $54,541+31.3% | $78,778-9.1% | $70,126+2.1% |
| Participation rate | 22.7% | 60.8%-38.1pp | 69.2%-46.5pp | 69.5%-46.8pp |
| Annual return | 7.91% | 21.07%-13.2pp | 35.62%-27.7pp | 73.15%-65.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,623 | $2,210-26.6% | $2,958-45.1% | $3,332-51.3% |
| Admin fee / account holder | $6,041 | $3,709+62.9% | $5,134+17.7% | $4,645+30.0% |