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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 | $85,292 | $57,061+49.5% | $85,063+0.3% | $80,911+5.4% |
| Participation rate | 47.8% | 56.3%-8.5pp | 67.5%-19.7pp | 67.6%-19.8pp |
| Annual return | 10.11% | 21.66%-11.6pp | 66.54%-56.4pp | 35.63%-25.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,280 | $3,110+5.5% | $4,523-27.5% | $4,297-23.7% |
| Admin fee / account holder | $21,081 | $4,986+322.8% | $6,155+242.5% | $6,935+204.0% |