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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 | $71,528 | $50,947+40.4% | $74,551-4.1% | $64,173+11.5% |
| Participation rate | 17.1% | 61.1%-43.9pp | 69.1%-52.0pp | 69.6%-52.4pp |
| Annual return | -8.23% | -1.85%-6.4pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,485 | $2,302-35.5% | $3,108-52.2% | $3,470-57.2% |
| Admin fee / account holder | $4,397 | $4,221+4.2% | $5,059-13.1% | $4,887-10.0% |