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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 | $95,132 | $47,944+98.4% | $67,834+40.2% | $62,881+51.3% |
| Participation rate | 26.8% | 61.1%-34.2pp | 68.8%-42.0pp | 69.3%-42.5pp |
| Annual return | 4.23% | 11.77%-7.5pp | 138.47%-134.2pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,048 | $2,247-53.4% | $3,160-66.8% | $3,203-67.3% |
| Admin fee / account holder | $783 | $3,712-78.9% | $4,622-83.1% | $4,296-81.8% |