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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 | $84,500 | $48,053+75.8% | $84,628-0.2% | $72,975+15.8% |
| Participation rate | 42.0% | 57.6%-15.5pp | 68.2%-26.2pp | 69.5%-27.5pp |
| Annual return | 14.98% | 37.39%-22.4pp | 258.80%-243.8pp | 81.01%-66.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,204 | $2,681-17.8% | $3,900-43.5% | $3,608-38.9% |
| Admin fee / account holder | $14,967 | $3,395+340.8% | $4,914+204.6% | $5,124+192.1% |